A Planning Template for families is coming soon. At present, we are asking for feedback on the tool, and we anticipate posting the final version by March.

Tools for Tomorrow, a person-centered planning guide, is available for download. You can also view a webinar on person-centered planning with Jack Yates.

Resources for Succession Planning are coming soon. Many wonder “who can take my place as a parent or other family member to support or guide my adult child?” It’s a question that needs to be answered.

Not sure who the successor will be?  We understand.  That’s where Pathways to Friendship comes in. In the not too distant future, we will adapt some of the same tools and advice in Pathways to Friendship to apply to developing a successor.