SERVICES
Chloe Renshaw collaborates with Bart Stevens Special Needs Planning and the Special Needs Planning Institute to provide education, resources, and tailored planning services and trusts. Our mission is to empower families, caregivers, and professionals with the knowledge and tools needed to create secure futures for individuals with developmental disabilities
Our Services
Special Needs Planning Book
Receive Your Free Digital Copy of “The Beginner’s Guide to Special Needs Planning”
Schedule your complimentary consultation today and gain exclusive access to Bart Stevens’ highly regarded book, The Beginner’s Guide to Special Needs Planning©. This comprehensive guide is an invaluable resource for families, caregivers, and professionals looking to navigate the complexities of special needs planning. Inside, you’ll find practical advice, actionable steps, and clear explanations to help you create a secure and meaningful future for your loved one with a developmental disability.
“The Beginner’s Guide to Special Needs Planning”, provides a step-by-step overview of essential topics, including setting up a special needs trust, preserving government benefits, and exploring guardianship alternatives. It’s designed to simplify the planning process and empower you with the knowledge you need to make confident decisions.
Schedule your complimentary consultation today to receive your free digital copy and start your journey toward peace of mind!
Complimentary Initial Consultation
Schedule Your Complimentary Private Consultation
Our private consultation is designed to provide families with a personalized and supportive environment to address their unique concerns and goals. Specifically, this one-on-one session offers an opportunity to address the following issues.
- Discuss Your Concerns: Share your questions and challenges regarding special needs planning. Whether you’re just starting or need to revisit an existing plan.
- Review Current Legal Documents: Receive a professional review of your existing legal documents. Review includes documents such as wills, trusts, or powers of attorney. This insures they align with your goals and meet current legal requirements.
- Explore Planning Options: Learn about tailored strategies, including special needs trusts, guardianship and guardianship alternatives, government benefit preservation, and supported decision-making agreements. We help you create a comprehensive and secure plan for your loved one.
- Set a Course of Action: As a result, you will develop a clear roadmap for the next steps in the planning process, giving you the tools and confidence to move forward with your plan.
This complimentary consultation is a valuable first step toward peace of mind. What’s more, you will feel informed, empowered, and prepared to navigate the complexities of special needs planning.
Schedule your consultation today and take the first step toward securing a brighter future for your loved one!
Conference/Seminar Speaker
Chloe Renshaw is a passionate and engaging speaker. She brings a unique blend of technical expertise, personal experience, and heartfelt compassion to the sensitive topic of special needs planning. Her presentations resonate deeply with families, caregivers, and professionals. People appreciate the invaluable insights and practical strategies to navigate the complexities of planning for individuals with developmental disabilities.
Chloe’s dynamic approach combines real-life anecdotes, actionable advice, and a deep understanding of the challenges faced by families and professionals in this field. She has a proven ability to connect with diverse audiences, making complex topics accessible, relatable, and empowering for all who attend.
Available for Speaking Engagements:
Chloe is available for:
- Local, state, and regional conferences.
- National and international speaking events.
- Workshops and seminars for families, organizations, and professionals.
Whether you’re planning a small gathering or a large conference, Chloe tailors her presentations to meet your audience’s unique needs, ensuring they leave informed, inspired, and ready to take action.
Booking Information:
For availability, and to schedule Chloe Renshaw as a speaker for your next event, please call 1.907.764.4841. Let Chloe help make your event both impactful and memorable!
Private Fee-Based Planning
Chloe Renshaw Special Needs Planning provides comprehensive, personalized, private fee-based planning services. We can work with families in Arizona and across the nation. Our mission is to help you create a complete plan tailored to your loved one’s unique needs, ensuring their future is secure and well-supported.
We guide you through the entire planning process. We collaborate with you every step of the way to complete your plan in its entirety. Family members and professional advisors are welcome to participate in all meetings. Meetings can be in person or via Zoom, allowing for seamless communication and support.
Our Services Include:
Legal Document Preparation including:
- Guardianship, guardianship alternatives, and conservatorships.
- Special Needs Trusts and Family Trusts.
- Wills and powers of attorney (POAs).
- Supported Decision-Making Agreements.
Government Benefits Assistance:
- Guidance to navigate SSI, Medicaid, and other public benefit programs while ensuring long-term eligibility.
Budget and Financial Planning:
- Developing practical budgets that align with your family’s goals and resources.
Lifestyle and Care Planning:
- Creating a roadmap for housing, education, and caregiving to ensure your loved one’s needs are met now and in the future.
By working closely with you and your trusted advisors we simplify the process. We provide the tools, knowledge, and confidence needed to make informed decisions and create a plan that gives you peace of mind.
Get Started Today.
Contact us to schedule your initial consultation and begin building a secure and meaningful future for your loved one with special needs. Together, we’ll create a plan you can trust and rely on for years to come.
