Your Confidential Intake Session (Families with Special Kids)
Unfortunately, most parents aren't aware that if a person with a disability is left more than $2,000, they will lose eligibility for most government benefits.
To schedule a confidential intake meeting to learn how to truly secure the financial future of your son, daughter or other family member, please call Wendy Kenney directly. She will be happy to personally take your call at 480-890-0688. Wendy does not charge any fees for intake meetings or subsequent special needs planning sessions to help parents plan for a lifetime of quality care and person-centered supports for their children.
During your two-hour initial intake meeting, Wendy Kenney will (1) answer any questions you may have about her or MetDESK®, (2) discuss your specific goals and objectives, (3) explore the current financial and legal strategies you are employing, (4) outline specific ways she can help you plan for the future of your child with special planning needs, and (5) review other ways she can be a resource to you and your family.
Meetings are conducted in Wendy's office in Mesa, AZ, where she has access to all of her resources to make the best use of your time together. It is important for both parents in a two-parent household to attend this meeting, so they may lend their individualized perspective on their child's current abilities and opportunities for the future.
Once you have scheduled your intake meeting, please begin preparing by printing the documents below and following their instructions:
These items must be brought to your meeting:
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Documents listed in the MetDESK® Intake Letter
Fully completed Special Needs Planning General Information Form.
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