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ATTENTION: SPECIAL NEEDS PARENTS
"Self Paced Course Reveals How Any Parent Can Build A Special Needs Plan For Their Child From Start To Finish Without Headaches Or Expensive Lawyer Trips"
The Eli Academy, A Special Needs Planning Course
What's Inside YOUR Access To The Eli Academy?
Full Access To The Eli Academy Special Needs Planning Library
Eli Academy's video library is the most comprehensive collection of special needs planning and best practices available. Our students can access the materials and learn at their own pace until they are proficient. The Library is organized in an easy-to-use format that makes learning fun and engaging.
Fill-in-the-Blank Special Needs Planning Documents
Forget about the days of struggling to put together the documents to plan your special need child's future. With Eli's Academy's fill-in-the-blanks planning documents, you can have everything you need to get your special needs planning done. Best part, we will guide you along the way with content and touchpoints.
1-on-1 Touchpoints To Guide You Through The Special Needs Planning Process & Course
Our program is the only one of its kind. We personally mentor and coach every member of our team via an online portal, giving participants accountability that's lacking in this market - all while providing them with the necessary instruction & tools to help them build a special needs plan.
Live Weekly Special Needs Planning Group Coaching
Looking to getting your questions answered? Want to connect with others in the Special Needs Parenting Space? Eli's Academy delivers live group coaching sessions every week! Our expert coaches have been in your shoes because we are special needs parents who have gone through this exact process. We will help you learn and grow in a peer environment, and you'll have the opportunity to hear from guest speakers and industry leaders.
Are You Ready To Have A Plan For Your Special Needs Child?
A Simple Guide That Gives You The Amazing Power To Create A Special Needs Plan Your Child Needs & Deserves.
Are you tired of spending countless hours researching how to setup a special needs plan for your child to only become more confused? Are you ready to learn how to create a concrete special needs plan that will stand the test of time no matter what happens in the future? If so, The Eli Academy is for you!
In The Eli Academy, you'll find step-by-step instructions for creating a special needs plan without breaking the bank or long visits to government buildings. You'll learn the techniques, tips, strategies, and everything you need to know from industry experts that BY THE WAY, have been in your exact shoes. Plus, this Academy is chock-full of examples, touchpoints, and fill-in-the-blank special needs planning documents to make it easy for you to build your own special needs plan.
When you have the best templates, tools, and guidance from industry experts, you'll be sure to have a special needs plan setup in no time. Life gets better with a plan in place!
What You'll Discover
Get a step-by-step framework for building your child's special needs plan
Discover how to create a unique plan for your special needs child without breaking the bank
A simple, and easy to understand process for building a special needs plan that will withstand the test of time
The Goal Of This Course
By offering this course at this price, it allows us to impact more people and help special needs parents setup a plan for their special needs child.
We consider that a true win/win...
Also, in most cases, the cost of some of these services combined could cost up to $30,000 but, we are offering it for $300. Why would we do that?
Simple. We have been in your shoes, gone through the same frustrations, and know exactly what you're going through.
We are also confident that you'll be very impressed with this program that you'll share it with others in the special needs community and so we can help even more people.
We are confident that once you join this program, start working towards building your plan, you'll be asking us how you can get more involved during our touchpoints.
Pretty straightforward.
Anyway - With all of that said, this is a limited offer.
And since you've made it this far, we'll assume that you're ready to join, so with that in mind...
Disability Impacts Every Aspect of Life, Our Response Does the Same
You don’t have to plan for your family’s future alone.
We are here to walk beside you. Where you find uncertainty, we offer expertise. Where you find overwhelming lists of resources and networks, we offer clarity.
We know how difficult this process can be. Why? Because we are special needs parents ourselves. We know how difficult and time-consuming it is to acquire, coordinate, and manage the seemingly endless lists of resources and services that you and your family need, all while juggling other full-time responsibilities.
At Eli’s Village, we created a better way. The ELI Academy is an interactive 5 module course that is designed to take you from no plan at all, to a customized plan for you and your special needs family member(s) to live the life imagined.
What To Expect — The Life Imagined
When a child is born, all parents have hopes and dreams for their future. Disability may impact these dreams because it puts parents on a less familiar path.
Let's reject the assumption that disability must determine the course of life. Your child and family can live the life you imagined.
This is why we created the ELI Academy.
Our village of support makes it possible through a personalized approach to special needs planning. You will receive guidance throughout the process with each touchpoint strategically placed to get you on your way to having your own plan.
How We Create Your Village of Support
The ELI Academy is your team of support. Through 5 modules, we walk you through the special needs planning process with one-on-one touch-points and weekly office hours with our specialized team of experts.
Through this interactive course, your family is guided through financial, legal, tax, and clinical planning. The ELI Academy results in a comprehensive ELI Plan that allows your entire family to live the life imagined.
So You're Still Wondering What Is The Eli Academy?
That's exactly what you'll discover in this course.
In it I'll show you:
- Asset Protections
- Legal Protections
- Family Protections
But this course isn't just about protections.. It’s about an entirely different approach to special needs planning. Here’s how it's structured inside
Module 1:
Setting the Stage - designed to introduce you to special needs planning and our 3-step process
Module 2:
Asset Protection Planning - This explains how to assess your funding needs and provides an overview of various tools designed to aid special needs families
Module 3:
Legal Protection Planning - This provides a process to determine what legal protections your family may need and how to align those with your asset protection plan
Module 4:
Family Protection Planning - This consists of using tools to understand the needs of every member of your family, identifying supports designed to meet those needs, and aligning your needs with appropriate agencies and providers
Module 5:
The ELI Plan - how to pull everything together
Our Village of Professionals
Kristin Carleton, AAMS
Vice President, Financial Planning & Investments Co-Director, Eli's Village
Kathy Matthews, Ph.D.
Vice President, of Family Support and Services Planning Co-Director, Eli's Village
Charles Clement, CLU, CPCU
President, Business Planning, Operations, Eli's Village
How Did ELI's Village & The ELI Academy Come About?
Kristin Carleton & Dr. Kathy Matthews
It all started when Kristin Carleton was 19 weeks pregnant and learned her son, Eli, was diagnosed with Agenesis of the Corpus Callossum. Realizing that Eli might need lifelong support, she started a journey.
This journey led to the creation of Eli’s Village. It is not surprising that Kristin’s path led her to Dr. Kathy Matthews, who was eager to join her journey to bring a holistic approach to special needs planning.
The Eli’s Village team has combined expertise in private case management, clinical services, financial planning and finding the best resources, services, and supports every family needs.
Our team is committed to learning as much as we can about your family, creating a comprehensive ELI Plan with clinical, financial, legal, and tax planning solutions for our exceptional families.
We are looking forward to meeting you! Schedule a call today if you're ready to begin your journey to a lifetime of exceptional.
Not Sure if This is for You?
We know it can be hard to make an informed decision without getting access to the course. We could talk about everything inside our program for days. All the bells & whistles and all the results you'll get once you're inside, but until you see it for yourself you won't know if it's truly something that'd be beneficial to you.
If you have any questions whatsoever or if a self-paced course doesn’t sound right to you, please contact us to access our 1:1 planning service with our expert team, via email, at info@elisvillage.com or schedule a complimentary strategy session with our team here
Pricing & What's Included With The ELI Academy
Let's help you and your family live the life, imagined.
Just $300 upfront then $100/m thereafter to participate
Monthly Access to Eli Academy Interactive Training Portal (10+ hours of content - $1,000 Monthly Value)
5 one-on-one personal touch points ($25,000 Value)
Access to weekly office hours ($1,000 Monthly Value)
Planning binder with state specific information bundle after completion of the first module ($100 Value)
Special Needs Planning Documents ($2,500 Value)
Special Need Planning Calculators (This includes our proprietary life time expense calculator, a $1000 Annual Value)
Online Members Only Private Community ($100 Monthly Value)
Special VIP Events
A contribution will be made to Eli’s Hope when you sign up
Special Limited Offer For Founding Members:
A $30,000+ Value for Only $300 Don't Delay, Sign Up Today!
Get The Eli Academy Today!
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Securities offered through J.W. Cole Financial, Inc (JWC) Member FINRA/SIPC. Advisory Services offered through James River Asset Management LLC. James River Wealth Advisors and James River Asset Management LLC are unaffiliated entities of J.W. Cole Financial.
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