Special Needs Lifestage Planning

At Crescendo, we have been using a Lifestage Timeline to assist our clients with Traditional Financial Planning.   Traditional meaning the “typical” milestones that occur in an individual, or family’s life, from birth to college, to marriage and retirement.   As parents of children with Special Needs, we know there are milestones, however they may be different, and they may take longer to achieve.   But, the crucial point here is that there are stages of transition that occur, and it’s much easier to think of planning within those stages instead of being overwhelmed with not knowing where to go next. 
In the next few monthly newsletters I will be sharing more details of what should occur within the Lifestages.
See the image below to view my S pecial Needs Lifestage Planning Timeline.