TWO-HOUR GPS LIFE PLANNING MEETING

What would happen to your home, your assets--but most importantly--what would happen to your child with disabilities if something happens to you today? Do you know? If you don't have a plan, you can rest assured that the state has its own plan. 

Have you thought of how you are protecting your family and your child with disabilities for when something happens to you? If you have not, please schedule a meeting with me where you have a full two hours of my time in order to determine how to plan your assets so that your child and family are protected. 

Because you are the parent/caregiver of a child with disabilities, a lot more than general estate planning is discussed during this meeting. We will review your child's lifelong disability needs, including government benefits. I believe you should maximize a mix of private and governmental benefits on behalf of your child and we will discuss ways you can do this. Once you schedule this meeting, I will send you everything you need to get prepared so that you can leave this meeting with the total confidence of knowing you have made informed, educated and empowered decisions for yourself and the people you love--and most importantly, your child with disabilities. 

Preparing for the meeting itself with the pre-session homework that you complete and return beforehand will give you the confidence of knowing you are doing the right thing for yourself and your family. By completing and returning the pre-work, you will also get the most out of our time together. Plan to spend the full two hours together, and try to bring your spouse or partner to the meeting. 

This meeting is free if you 1) commit to doing the homework via a questionnaire and 2) secure your appointment with a credit card. Your card is not charged unless you do not show up to your appointment and/or do not fill out the questionnaire. 

If you would like to pay nothing for this two-hour meeting with me, please commit to completing all of the pre-session homework in advance of your session. By making that commitment, I will waive my normal $500 planning session fee.

Please fill out the fields below so that we may schedule your appointment. 

Once you receive my calendar request via email, please schedule your meeting at least two weeks in the future so that you have plenty of time to get your pre-session homework completed and returned to my office prior to your GPS Life Navigation© Meeting.

Check your email twice before submitting, because this is the email where you will receive a calendar invitation request. 

  • All meetings occur at our Highland Park office. 
  • Please indicate if you have accessibility needs so that we may offer a location for your mobility needs.
  • Some evening and weekend hours are available because we understand the limitations of a caregiver's schedule. 

Areas of Need (select all that apply)