In Austin, Texas, there is a unique program that assists families that have special needs children with a more strategic approach to financial planning. This new program is referred to as the Sustainable Special Needs Advisory Plan (SSNAP). Financial adviser Gus Marwieh initially created the idea for his own autistic son but has since expanded the program to include other families that are caring for loved ones with special needs. There is a multi-state planning process used to determine which clients SSNAP will take. The process includes “determining a direction and goal, creating a strategic road map, and resource allocation.” This plan is intended to give families more financial freedom and the ability to strategically plan ahead for their disabled loved one’s needs.
See A Financial Plan for Families of Special Needs Children, Wealth Management, November 16, 2015.
Special thanks to Jim Hillhouse for bringing this article to my attention.
