How to Start a Care Guide Plan Today

There is no one-size-fits-all approach to creating a care guide plan. It doesn’t have to be large, fancy, or colorful. In fact, the key to success is making it as clear and straightforward as possible for both you and the future support team. Provide enough information to get the point across, but avoid overwhelming details that might discourage people from reading it.

Some families prefer hiring an outside consulting firm to help compile a detailed report. Others start by creating a shared Google Doc. Regardless of the format, the most important step is to discuss it with your support team. Have them read it, confirm they understand it, and verify that they’re willing to take on the responsibilities it outlines. If someone is hesitant or unwilling to commit, it’s best to find that out now so you can make alternative arrangements. Finally, remember to keep the care guide up to date and review it with the team at least once a year.

 What Should a Care Guide Plan Include?

(This is not an exhaustive list)

• Communication Preferences: How your loved one is most comfortable communicating.
• Medical Information: A list of medications, allergies, doctors, and emergency protocols. 
• Daily Routines: mealtimes, sleeping habits, day programs, therapies, and recreational activities. 
• Relationships: Key family members, friends, neighbors, and other support personnel.
• Religious/Family Traditions: Any relevant religious involvement and holiday traditions.
• Behavioral & Emotional Needs: Common triggers, calming techniques, and coping strategies.
• Likes & Dislikes: Any particularities that would be important for caregivers to know. 
• Contacts & Legal Documents: Guardianship details, emergency contacts, legal documentation, social service organizations, and other professional contacts. 
• List of Assets & Other Resources: Usernames and passwords to financial accounts, income sources, Social Security information, and social service programs. 

 Summary

A care guide plan is more than just a document—it’s a roadmap for your loved one’s future. By providing detailed insights into their daily needs, emotional well-being, medical requirements, and personal preferences, you empower any future caregiver or support team to step confidently into your shoes. The process of creating and maintaining this guide can bring you tremendous peace of mind, knowing your loved one will receive the care they deserve no matter what the future holds.

 Now is the time!

 If you haven’t started creating a care guide plan yet, now is the perfect time. Consult a chartered special needs advisor who has experience helping families like yours. Their expertise can ensure that your care guide plan is both comprehensive and legally sound. Don’t wait—take the next step to protect your loved one’s future by reaching out for professional guidance, gathering your support team, and beginning the care guide planning process today.

*The foregoing content reflects the opinions of Van Hulzen Asset Management DBA "Van Hulzen Financial Advisors" and is subject to change at any time without notice. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that the statements, opinions or forecasts provided herein will prove to be correct. Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.