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Special Needs Planning

Client Centered

Raising a child with special needs can be one of the richest experiences life has to offer. Long term logistics is no easy feat. Wealth Coach of North Carolina is here to help you put together a plan to help ensure the best possible future for your loved one.

As the old saying goes, the best time to plant a tree was 20 years ago, the second best time is now. Whether you've begun the process of long term planning or not, Wealth Coach of North Carolina can help evaluate your situation, help you define specific goals, provide the options available within the plan, and help to begin executing. We'll help you establish a timeline, analyze your current and expected future financial situation, identify potential gaps within the timeline, help develop a plan to fill those gaps, and set up period review times to reassess and reconfigure if necessary.

You expect care and concern when it comes to this type of planning. We understand that expectation, and will work with you and your family to meet that expectation, and exceed it along the way.

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