Special Needs Planning | How We Serve Families
Shepherd Financial Partners is an independent, full-service financial and wealth management practice. Our goal is to provide you with superior, comprehensive financial and wealth management services in the context of a personal, long-term commitment.
Shepherd Financial Partners is an independent, full-service financial and wealth management practice. Our goal is to provide you with superior, comprehensive financial and wealth management services in the context of a personal, long-term commitment.
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How We Serve Families

How We Serve Families

How much will it cost to provide for my child’s lifelong needs?

Based upon our experience, this is the most frequently asked question.

Many planners offer a calculator to get an answer to this question and you are all set.

Planning for someone’s lifetime is much greater than a set of inputs into a calculator.

Families

Knowing how much you will need is determined by a number of factors; your child’s abilities and supports needed, eligibility for government benefits, and planning for your own financial independence in retirement, to name but a few.

 

It takes more than money to plan a full life. It takes friendships, employment, housing and financial planning.

A good place to start is to find your place on the Special Needs Financial Planning Timeline.

Special Needs Financial Planning Timeline

Congratulations!

Welcome to public school

Say “Hello” to Transition

No longer legally a child!

School’s out!

Planning a good and full life

Retirement planning

Estate planning

Child’s Death

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