Special Needs Financial Planning - Introductory Meeting

What happens during an introductory meeting?

The introductory meeting is simply a conversation with Tom Hine, who leads our Special Needs Financial Planning services. We'll talk about your family's goals, concerns, and any questions you have about planning for a loved one with special needs.

Some families are just beginning the planning process, while others are looking for guidance on Special Needs Trusts, government benefits, estate planning considerations, and long-term financial security. It's an opportunity to discuss your situation and determine whether working together may be a good fit.

Does it cost anything to have an introductory meeting?

 No—the meeting is complimentary.

It’s simply a conversation to understand your situation and see whether working together makes sense. We’ll walk through how our services work, including how we’re paid, during the meeting, so you understand everything before deciding whether to move forward.

Do I need to prepare or bring anything?

No preparation is required.

If you have trust documents, benefit information, financial statements, estate planning documents, or specific questions, you're welcome to bring them. However, many families come in with nothing at all, and that's perfectly okay.

What if I don’t know where to start or feel overwhelmed?

That's very common.

Planning for a loved one with special needs often involves financial, legal, caregiving, and government benefit considerations. Many families come into their first meeting unsure of what questions to ask or what steps to take first. Tom will help you identify priorities, organize the key pieces of your plan, and better understand your options.

Is this meeting only for families with young children who have special needs?

Not at all.

We work with families and individuals at every stage of life. Some are planning for a young child, while others are preparing for adulthood, reviewing estate plans, coordinating care arrangements, planning for retirement, or addressing long-term support needs for a loved one with special needs.

Can I meet virtually instead of in person?

Yes. You can meet in person, virtually, or by phone—whatever works best for you.

Do I need to make any decisions right away?

No—there’s no pressure to make any decisions during the meeting.

Afterward, you can take your time to think things over. If you decide to move forward, we’ll walk you through the next steps. If not, that’s completely fine—you’ll still come away with a better understanding of where things stand and what options may be available to you.