Richard Hoel was a traditional CERTIFIED FINANCIAL PLANNER until his son Scott was diagnosed with autism before he turned three. Suddenly, conventional financial planning topics and goals that he discussed with clients no longer fit his own family. Readers will learn from his family's experience in the Special Needs planning process and what pitfalls to avoid. Rick breaks down the process into easy to understand steps that are illustrated with case studies as well as his own personal stories to create a parent-friendly, approachable guide that does not read like a complicated textbook. Each...
Richard Hoel was a traditional CERTIFIED FINANCIAL PLANNER until his son Scott was diagnosed with autism before he turned three. Suddenly, conventiona...