Visually Impaired and Blind Community

With a spouse who was diagnosed with Usher’s Syndrome at a young age, I am uniquely positioned to empathize with my clients through common concerns, needs, and goals. My mission is to work with families like mine, in helping bring a greater level of comfort to their ongoing financial security.

My story is like so many of yours, while also being so different. No two situations are the same. Whether navigating through life as a person with vision loss, or caring for a loved one with vision loss, there are a multitude of challenges. Regardless of the differences each story tells, the main commonality is that we all want to ensure that current and long-term needs are met.

Some of the discussions we’ll have will focus on the following:

  • Working to protect eligibility for SSI and other government benefits

  • Formulating a cash flow budget through short- and long-term needs

  • Assessing financial concerns and any number of “what if” scenarios

  • Identifying public and private resources

  • Coordination of tax and legal services

  • Developing a financial plan that will be actively managed

Another key concern for many clients is estate planning. No matter the size of your estate, we are always planning for at least two generations. While ensuring our current needs are met, it is equally prudent to create a plan for how your estate will ultimately be transitioned. For the visually impaired and blind community, however, there is a different lifestyle structure which requires a level of urgency beyond what is simply the “prudent thing to do”. It’s an absolute necessity.

It’s my goal to share my personal experience with others and help them navigate the various lifetime planning issues that a family may have to contend with.

Our planning tool - Asset+Map - provides a number of benefits. In particular, we find that the visually impaired and blind community like the ability to generate a one-page document that aggregates all essential information. This brings greater efficiency with special needs planning discussions, while also simply bringing comfort in knowing the entire picture. It is also a helpful tool for ongoing cash flow management discussions while we monitor short- and long-term income needs.

Resources: