Consultative Plan Approach

consultative financial approachWith our consultative approach, we can begin to devise a strategy on ways to meet the financial needs of your loved one on the autism spectrum.  We will assess your current situation, what your future goal may be, and what are the necessary steps to accomplishing those objectives.

Though not as encompassing as the traditional method above, for a one-time consultation fee, this approach allows you to begin to lay the foundation that will eventually lead to the development of an Individual Life Plan.

Once a plan is formed, you have the option to continue with an annual review from CJM Fiscal Management, which entails a nominal annual fee; you may decide to use your own advisor; or you may decide to do nothing at all. That decision is yours.

However, you will know that you have started a process that will only benefit you and yours when you are prepared to move ahead with the plan that is shaped.

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