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Financial Planning Toolkit

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✨ Description

Financial planning is one of those intimidating topics - and can often lead to more questions than answers! In this toolkit, we cover the basics around financial planning, outline some resources out there that you can pick and choose based on your needs, interests, and goals. 


In this toolkit, we cover/include:

  • What Does Financial Planning Look Like?
  • Financial Planning Self-Assessment
  • Guardianship + Supported Decision-Making
  • Public Benefits
  • Housing
  • ABLE Accounts
  • Special Needs Trusts
  • Letter of Intent
  • Working with a Financial Planner
Who Is This For? About the Lifespan Toolbox❓ Have a question?

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