Preparing For Your Consultation
We look forward to meeting you soon!
To make the most of your consultation, please complete the appropriate checklists below as best as you can. It's ok to not have 'all' the answers - we will help you resolve your questions and prepare a detailed plan together.
Here's a Guide to what to bring....
If you are coming in to prepare a Special Needs Plan, please complete Worksheets #1 and #5.
If you are coming in to review a Special Needs Plan that you have already established, please complete Worksheets #3 and #5.
For Estate Plan Consultations, please complete Worksheets #2 and #5.
For Estate and Trust Reviews, please complete Worksheets #4 and #5.
“Turning Pointe often utilizes Katie's help to guide families on their journey with autism. We refer families directly to her office and also proudly host her for informative live on-site presentations. Katie has a unique touch with clients as she is knowledgeable, but approachable and operates from a place of real passion for her work. At Turning Pointe, we are always confident in partnering with Clancy Associates and feel grateful to have her in our community."