An important part of completing a comprehensive and integrated special needs financial plan is beginning the conversation about who can step in when you can no longer do all that you do.
No one can replace a parent but it helps to begin the process of building a Team to Carry On at every stage of the timeline. It may be overwhelming but beginning the discussion is best done when not in times of crisis.
We have been through the cycle of life with many of our clients and have defined the process of creating a Team to Carry On over time. Circumstances may change and your thinking about your team may change but it is important to get started. We can help.
Building a team is a process.
Think about your options and possibilities of the who, what, when and how of the members of your team.
Assist your team by connecting them together at social and family events, and include them in ISP and IEP meetings. We encourage successor trustees to attend our meetings with clients.
Mentor your team and monitor your plan by stepping aside and bringing the team into your child’s life.
Family, friends, community & professionals.
There are formal roles such as Guardian or alternative to Guardian, Trustee and a Financial Professional.
There are also informal roles with examples being a case manager, agency, coach or social worker .
What about the siblings?
Where do they fit in? it is important to consider your (a parent's) view, the sibling(s) view(s) and your family member needing support's view.
Siblings may take on a variety of roles but it also works to just be a brother or sister. ♥
Set your team up for success.
- Talk with them about your expectations & LISTEN to theirs.
- Show how you plan to support them.
- Introduce members of your Team to one another.
- Complete your Letter of Intent for them.