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In-Take Meeting

To schedule a confidential in-take meeting to learn how to secure the financial future of your son, daughter or other family member with special planning needs:

Step 1 - Call 818-999-2800 Ext. 456 or e-mail us.
Step 2 – Download in-take form and appointment letter.

*Please complete the in-take form and pull together the documents listed in the appointment letter.
- In-take form
- Appointment letter

During our meeting we will answer any questions you may have about us and our services. We will discuss your specific goals and objectives and explore the current financial and legal strategies you are employing. We will outline specific ways we can help you plan for the future of your child with special needs, and review other ways we can be a resource to you and your family.

We do not charge any fees for intake meetings or subsequent special needs planning sessions to help fellow parents plan for a lifetime of quality care and person-centered supports for their children.