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Ongoing Support & Coaching

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Ongoing Support & Coaching

Not every family has the time and/or resources to commit to a comprehensive financial plan, but still has questions they need answered and concerns to be addressed. It’s for these reasons Planning Across the Spectrum teamed up with Eric Jorgensen – to offer help on an hourly or project basis. Below is an overview of how Planning Across the Spectrum can help families with Intellectual/Developmental Disabilities and navigate the resource maze.

Consulting

Often families don’t have the time or energy to research resources and tools outside of what the schools and/or city/state tell them about. Hiring a consultant is a way to amplify your capabilities and pass the burden to someone else, allowing you to focus on what matters most – time with your loved ones. Consultants aren’t just for those who have no idea where to start, they are also for those who may not have the bandwidth to tackle one more thing, or just don’t want to deal with anything else.

Next Steps

Not sure what, if anything, you should be doing? Or, perhaps you are overwhelmed by everything that needs to be done, but you don’t know where to start. We’ll work together to prioritize the items, and list them in a simple to follow checklist. If you’re not sure where to start, we’ll work together to determine what needs to be done and in what order, and you’ll walk away with the information needed to make the next steps.

Mentorship

Sometimes all we need is a nudge to keep us motivated. Perhaps someone to point us in the right direction. As a single dad of a child with disabilities, Eric knows first-hand how important it is to be able to talk to someone who “gets it”. He would be happy to be your sounding board, help you talk through ideas and possible solutions before moving forward with implementation.

Clients who have specific questions about what they need to do for themselves, their child(ren) or family member can hire Planning Across the Spectrum to address these specific concerns. Here are just a few examples of items Planning Across the Spectrum has helped its clients with:

  • Coming to terms with the diagnosis & next steps
  • Overview of resources given you or your child’s diagnosis, interests & abilities
  • Identifying which resources are best given your circumstances
  • Explaining benefits (simplifying terms)
  • Creating a checklist of “to do” items, and prioritizing
  • Supporting adults, including information on insurance, Supplemental Security Income and Medicare and Medicaid
  • Referrals to legal and financial resources specific to special needs families
  • Information & referrals to Respite care resources through community programs
  • Training and workshops
  • Educational Consulting

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Investment advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and Planning Across the Spectrum are separate entities from LPL Financial

 

 

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