Albility Planning’s Process

IMPLEMENTATION CADENCE - What to expect

  • Proactive Quarterly Strategy Sessions - One “Implementation” planning topic per quarter

  • Proactive Monthly Progress Pulse

  • Reactive Available As Needed—life doesn’t follow a perfect straight-line schedule!

We do things a bit differently…

Disability & Special Needs Planning

The obvious—because I am also a parent of a child with special needs, I’ve been able to learn and make myself a subject-matter-expert, to be able to help other parents and caregivers. You’re not alone!

Family - Centric Planning

You’re likely here for the disability and special needs component:

  • Perhaps because traditional advisors don’t know how to help your family the way you need it, or

  • Perhaps you’ve done your family’s planning on your own to this point, but you’ve reached a cross-roads and you just aren’t quite sure how to proceed, or

  • Perhaps you just need to make sure your loved one with special needs will be taken care of

Yes, we absolutely provide planning for your loved one with a disability or special needs, but not exclusively. We plan for you, as parent / caregiver. After all, their success is often dependent on yours. We also plan for the other loved ones in your life. It takes a village—a family. We provide planning for the whole family.

Life Planning

“Money simply makes you more of what you already are.”

Money is a tool. It’s a means to an end. Therefore, in order to do planning well, we spend a significant amount of time talking about what’s truly most important to you and your family—independent of money.

Nobody wants to be rich. They want what the riches bring them. They want the life that riches afford.

Then, once we understand what is truly most important to you, we ensure the money matches.