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Special Needs Planning with a focus on your values
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コンテンツは Eric Jorgensen によって提供されます。エピソード、グラフィック、ポッドキャストの説明を含むすべてのポッドキャスト コンテンツは、Eric Jorgensen またはそのポッドキャスト プラットフォーム パートナーによって直接アップロードされ、提供されます。誰かがあなたの著作権で保護された作品をあなたの許可なく使用していると思われる場合は、ここで概説されているプロセスに従うことができますhttps://ja.player.fm/legal。
Website: elizabethjlarson.com | Phone: (248) 722-7823
Email: elizabeth.larson@lpl.com | Twitter: @EJLarson4
FB: @elizabethlarsonj
YouTube: https://www.youtube.com/channel/UCvrM4rO-DKK_cSKcgtTOiZQ?view_as=subscriber
Elizabeth Larson is a Financial Consultant with a unique approach to helping families. She does "Values-Based Planning". This means she is interested in understanding what a goal means to someone. Not just what the goal is. Taking the extra time to understand the "why" helps both her and her clients have a much more meaningful engagement.
Elizabeth is no stranger to the disability community. She is the 4th child of 13 in her family. This includes four sisters with Down Syndrome. The special place Down Syndrome has in her heart is readily apparent. She is very active with GiGi's Playhouse - going so far as rappelling down a 26-story building to raise money!
Elizabeth doesn't try to be everything to everybody. In my opinion, this is one of her strengths. She is fantastic at helping individuals and couples really understand what matters. Elizabeth fosters conversations most of us avoid or take for granted. By focusing on this, and holding her clients accountable, she plays to her strengths.
Another strength she has is her network of professionals. Elizabeth recognizes she cannot be an "expert" in everything. However, she is familiar enough to know what is needed and which professional to connect with. This is an important skill for any professional, but especially for someone helping families plan their financial future.
Elizabeth is a member of the Academy of Special Needs Planners. This gives her access to some of the best special needs attorneys in the country. During our conversation, she recommends families use this resource to find an attorney or get their questions answered. Here is a link: https://specialneedsanswers.com/.
To paraphrase - "let the professionals do the heavy lifting so the families can do the living".
As an Amazon Associate, I earn commissions from qualifying purchases.
For more information about True North Disability Planning you can find us here:
Web: https://truenorthdisabilityplanning.com/
Blog - https://ejorgensenwordpresscom.wordpress.com
Podcast (ABC's of Disability Planning) - https://anchor.fm/abcs-disability-planning
Waypoints - https://waypoints.substack.com/
Facebook: @TrueNorthDisabilityPlanning
Twitter: @NeedsNavigator
Resource store (free downloads too) - https://www.teacherspayteachers.com/Store/True-North-Disability-Planning
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Get full access to Waypoints at waypoints.substack.com/subscribe
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