Your life. Your plan.
Before our personal appeal starts
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Our goal and other help
What does the person want? What will it cost? Which grants or services should we ask about?
Permission and privacy
Who needs to agree? What help does the person need to decide? Which words or pictures are they comfortable sharing?
Money and advice questions
Who would receive and manage the money? What must an adviser check about ownership, authority, benefits, care charges and tax?
The public plan
What target, fees and timing will we explain? What happens with extra money, too little money, a new grant or a cancelled plan?
Before we publish
Who will check the answers and platform rules? How will we keep records and give updates? Keep completed notes somewhere safe.