The Five Factors of Special Needs Planning

A Path Through the Uncertainties

Download Your Five Factors Checklist

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We recognize that every family's situation is unique. We have created a Checklist of action items for each of the Five Factors to be considered in special needs planning.

Approaching planning for the different stages of both your and your child's life through the lens of the Five Factors, brings the issues that need to be front and center more clearly into focus. The Five Factors include :

  • Family & support factors 
  • Emotional factors 
  • Financial factors
  • Legal factors
  • Government Benefit factors

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