Best Financial Advisors in Leesburg, VA

For all my special needs families we will be launching a Special Needs Binder program in the new year.  Clover Leaf Wealth will be providing each family with a binder and electronic vault to assist in organizing all important documents and contact information. The binder will have checklists for planning and areas for documentation of essential information and contacts.  For example, sections include: -Estate Planning Documents (Wills, Trusts, Letter of Intent) -Financial -Medical (diagnosis list, medication lists, contacts, testing information, specialists) -Therapy -School (IEP, behavioral Plans) -Transition Services -Social Security -Medicaid -Attendants -Resources The binder will be a place to keep information we need for documentation and to store information for the next stage of our child’s life.  Additionally, this binder, or at least key parts of it can also be maintained online in your client vault just like your financial plan.  I hope you find this binder helpful and useful.