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Your child needs a range of medical professionals to meet their needs – for example, a pediatrician, an ABA therapist, a speech language pathologist, and an occupational therapist. In the same way, your family should have several financial specialists to support your short and long term financial needs as they impact your child’s future. A financial planning team might include:
These professionals can collaborate with each other and with your child’s medical providers to ensure your family receives the financial support you deserve. And just like you communicate frequently with your child’s medical team, it’s key that you touch base with your financial professionals on your team on a regular basis.
While it’s crucial to have a financial planning team for your child with autism, assembling that team can feel challenging. It’s ok if you’re not sure where to start – at Trumpet Behavioral Health, we’re here to support you through this process. We collaborate with financial planning services, companies, and professionals to provide you with information and referrals. Here are a few ways to start assembling your autism financial support team:
You can also search US News’s online database of financial advisors, or research financial professionals on the The National Association of Personal Financial Advisors’ website. While it might feel challenging to start assembling your financial planning team, just remember that you’re not alone. Your team at Trumpet is here to help you along this process, and we’re here to answer any questions you may have.
While a financial planning team works with your family in a range of ways, one of the most important is in supporting your financial future. When you first meet with a financial planner, you’ll likely have an initial discussion to discuss your goals, including personal, professional, and financial. Your financial planner will then build your personal financial plan for these goals, including your wants and needs for your child with autism. As your autism financial support team executes your plan, they will continue to touch base with you, answering any questions and advising you on implementation. And to provide you with security and peace of mind, your financial planning team will help you plan for continuing support for your child when you can no longer be the caregiver. Your team ultimately provides a lifecycle approach to financial planning, forming a lifelong relationship with your family.
Additionally, your family’s financial planner can work alongside your CPA and estate attorney to help you align your savings and investment to support your financial goals and protect your assets. This holistic, comprehensive approach to financial planning involves communication and coordination between you, your child’s care teams, and your financial planners, and can provide you with a sense of peace, knowing that your child’s financial future is secure.
Assembling a holistic, comprehensive care team for your child with autism involves many financial and medical professionals. And while it might feel challenging to assemble an autism financial support team, the team Trumpet Behavioral Health is here to help. We can provide referrals to financial advisors, and we’ll help you research and connect with financial professionals who can work with you to access the many benefits available to your family. It’s important to feel secure about your financial future, and to begin the process of long term estate planning. With a financial planning team by your side, you can feel confident in the knowledge that your child’s financial future is secure.
Contact us today to learn more about planning for your child’s future.