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Financial Planning Toolkit

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Financial planning is one of those intimidating topics - and can often lead to more questions than answers! In this toolkit, we cover the basics around financial planning, outline some resources out there that you can pick and choose based on your needs, interests, and goals. 


In this toolkit, we cover/include:

  • What Does Financial Planning Look Like?
  • Financial Planning Self-Assessment
  • Guardianship + Supported Decision-Making
  • Public Benefits
  • Housing
  • ABLE Accounts
  • Special Needs Trusts
  • Letter of Intent
  • Working with a Financial Planner

Who Is This For?

This toolkit is primarily for parents, caregivers, and families as they plan for the future and their autistic adult child is in their care. Other members of the autism community can benefit from getting on the same page on this particular topic. 

In whatever role(s) you occupy, you can use this guide to support your knowledge on the topic, share information with others in your support networks, and use this guide in discussions about locating appropriate resources.

Each individual is in a different place and can benefit from learning about ideas and ways to support or seek support. 

About the Lifespan Toolbox

The Lifespan Toolbox is a collection of toolkits for everyone in the autism community from self-advocates, family members, professionals, and other members of the community to get on the same page about autism and lifespan.

We span topics all over the lifespan, specifically thinking about the adulthood years (the longest span of our lives!) and how we can all work together to support the autistic person/people in our lives and community. 

Research and reported experiences from autistic individuals show a need to receive individualized support regarding life skills and to be connected with others. That’s where the Lifespan Toolbox comes in!


New Releases

  • We have a growing library of toolkits and are adding to it on a biweekly basis. There are numerous topics to cover here!

Up to Date Resources

  • Isn’t it frustrating to finally find a resource and discover that it’s from 2011? We keep ours updated with news, research, and feedback from the ASD community.

Interactive

  • Each toolkit page has an interactive webpage with active links and videos. You can also download the PDF which has ample space for taking notes.

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