Housing Solutions

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In our Housing Plans we intend to answer 4 main questions:

  • What housing options exist for my loved one with special needs?
  • Where will my child live when I am no longer here?
  • Can I afford to buy a home for my loved one?
  • How can I create supports so that my loved one can live safely and independently?

Housing Planning Process: (Below is a typical layout of what to expect)

Initial Engagement

  • Time frame
  • Expectations

Individual Family Needs Assessment

  • Assessment Questionnaire
  • Review¬†summary of priorities and Balance Sheet

Financing a Home

  • How much does it cost? -Renting vs. Owning options
  • Introduce resources
  • Understanding financing options
  • Next steps and Homework Checklist

Operating Plan for a Home

  • Who owns the house?
  • Operating Agreement Considerations
  • Buy/Sell Agreement Considerations (Death, Disability, Retirement, Want out)
  • Retirement Concerns
  • Next steps and Homework Checklist

Final Delivery of Plan

  • Review of final plan
  • Plans/expectations for annual reviews

Testimonials