In this episode of Secured Steps, Jeff Llewellyn discusses the critical concept of anchoring in special needs financial planning. He emphasizes the importance of establishing a solid foundation for future planning by taking inventory of emotional and financial needs. The conversation covers tools like the Letter of Intent, the significance of vision casting, and the necessity of assessing one's starting point in financial planning. Jeff encourages listeners to shift from a reactive mindset to a leadership role in their family's financial journey, ultimately guiding them toward a secure future for their loved ones.

Connect with his team by visiting www.rockwoodwealth.com/snfp.