The Preparedness Project provides accessible financial advice to SMI parents and caregivers.
The Preparedness Project provides accessible financial advice to SMI parents and caregivers.
Traditional financial planning is difficult enough. Trying to plan for your financial future while planning for the needs of a child with a serious mental illness makes the job all the more complicated.
Narrowed personal bandwidth, declines in income, shortened time frames, an expansion of financial needs, and increased legal and estate complexities all add pressure to the traditional financial planning effort.
The Preparedness Project is our effort to help.
We don’t want cost to be an obstacle for families dealing with an SMI in getting financial planning and guidance. We have set a goal of helping 500 such families.
What do participating families receive?
For families that participate in The Preparedness Project, we will provide the following:
1. A financial analysis including the following areas:
Cash Flow
Goal Planning
Retirement
Education Planning
Debt
Tax Liability
Estate
Insurance and Risk Management
Investments
Charitable Planning (if applicable)
Employer benefits (if applicable)
2. Specific planning recommendations that you can implement on your own or with the intermediary/advisor of your choice.
Download Our SMI Caregiver Assessment Tool
To get you started, we provide a tool to help you assess your preparedness as a SMI caregiver in the areas of retirement planning, advocate planning, resource planning, and asset protection & control.
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What does it cost to participate in the The Preparedness Project?
We do not offer this for free, as we believe that people value things more when they have skin in the game. With this in mind, the cost to participate in The Preparedness Project is $50. This fee will be donated to the National Alliance on Mental Illness, the nation’s largest grassroots mental health organization.
How Does It Work?
Complete this form and e-mail it to preparednessproject@intfingroup.com.
Upon receipt, we will ask you to schedule an online Discovery Meeting.
During the Discovery Meeting, we will flesh out your situation and expand on the data that you have provided in your preliminary form.
After the Discovery Meeting you will complete a financial planning agreement and submit payment.
Our financial planners will generate a financial analysis of your situation.
Our financial planners will generate a list of financial planning recommendations.
We will ask you to schedule an online Collaboration Meeting.
During the Collaboration meeting we will review your analysis and recommendations. These recommendations can be implemented on your own or with the advisor/intermediary of your choice.
2023 Stewardship Award
Paul Peeler was named the 2023 recipient of Integrated Financial Group's Lorie Moore and Chuck Nida Stewardship Award at IFG's 2023 conference, which took place January 19th - 21st at The Hotel at Avalon in Atlanta.
"Paul’s work and heart for families facing severe mental illness is a new frontier for the financial services industry," said Land Bridgers, CEO of Integrated Financial Group. "Paul is leading the way with The Preparedness Project and leaning into this underserved, but growing population in America. Thank you Paul for taking your real life struggles and using it to impact others in a huge way. On behalf of everyone at IFG, thank you for leading by serving!"
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