This one-on-one consultation provides families the opportunity to ask questions, review the various planning options, and decide upon the next step for their planning process. The families’ professional advisors are welcome to participate.

Includes a copy of “The ABC’s of Special Needs Planning Made Easy©”

Hourly consultations are for families who have completed some or all of their Special Needs Plan but have questions, are in the process of planning and are not certain about the next steps, or are concerned that their documents have been drafted incorrectly.

Includes a copy of “The ABC’s of Special Needs Planning Made Easy©” with a full one-hour consultation.

Dynamic and heartfelt, Bart Stevens brings technical expertise, personal anecdotes with an engaging sense of compassion to the sensitive topic of Special Needs Planning. He is available for local, state, regional, national and international speaking events for families and professionals. Please call 1.888.447.2525 for fees and availability.

Bart Stevens will conduct a one-day Group Planning Workshop in your community. Each family will receive in advance of their scheduled Workshop, a copy of “The ABC’s of Special Needs Planning Made Easy©,” and a workshop preparation packet. Upon completion of the workshop most families are ready for BSSNP or their attorney to prepare and finalize their documents and begin funding the plan with their financial advisor.

Bart Stevens Special Needs Planning offers private fee-based planning nationwide. We will work with you to complete your plan in its entirety. Family and professional advisors may be included in all meetings in person or via telephone, fax, and e-mail.

includes a copy of “The ABC’s of Special Needs Planning Made Easy©” with a full one-hour consultation.