Getting Started is Easy!


Special Needs Planning is easier than you think.  

Michael has developed a unique system customized for the specific lifestyle of special needs parents.


NO PREPARATION NEEDED

  • No forms to fill out
    • No pre-meeting paperwork
    • No financial records, no documents required
  • No pre-meeting decisions - no need to think about specific planning choices


CONVENIENT MEETINGS

  • Video calls via FaceTime and Android 
    • Early AM and Evenings
  • Personal meetings with "Lead Parent" for spouses 
    • one parent can handle everything when both can't come in


FLAT FEES FOR SERVICES

  • No Hourly Billing - you'll know the exact cost before you start
  • Fixed Fee for Trusts and Conservatorships - fees and costs set "up-front"
  • Michael does not charge extra for Special Needs Trusts!


WHAT'S THE HARDEST PART OF SPECIAL NEEDS PLANNING?

Just one click :)  

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