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Our Process
At Corral Financial Strategies, we are committed to providing personalized service that is clear, comprehensive, and compassionate. Our process begins with an initial consultation, where we take the time to get to know you and your family’s unique situation. During this meeting, we review any benefits you are currently receiving and help identify additional programs for which you may be eligible.
Next, we move to a fact-finding meeting, where we gather more in-depth information to build a complete picture of your financial and care needs. This step is essential to ensuring that our recommendations are tailored to your goals and circumstances.
Once we have everything we need, we will provide you with drafts of the necessary documents, guiding you through each one and answering any questions you may have. Our goal is to make the process clear and comfortable for you, ensuring that you fully understand your options before moving forward.
Finally, we will deliver the completed documents and services, ensuring everything is in place for your family’s future. We pride ourselves on being accessible, and we are always just a phone call or email away. Any inquiries will be responded to within two business days, and we are here to support you every step of the way.
At Corral Financial Strategies, we are dedicated to serving you and helping you secure the best possible future for your loved ones.
Our Services
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ESTATE PLANNING
A Special Needs Trust allows families to provide financial support for a loved one with disabilities without jeopardizing their eligibility for essential government benefits like SSI and Medicaid. At Corral Financial Strategies, we help set up and manage these trusts to ensure your loved one’s needs are met now and in the future.
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GOVERNMENT BENEFITS
Government benefits, such as Supplemental Security Income (SSI) and In-Home Supportive Services (IHSS), provide critical financial and care support for individuals with disabilities. At Corral Financial Strategies, we guide families through the application process, ensuring eligibility and maximizing available resources to secure their loved one’s well-being.