Client name ✕
JL
Jordan Lee, CFP®
Planner Dashboard
Your clients
Each client has their own intake, profile, and report. Send the intake to a parent to fill in directly. You control whether and when the family sees the report.
Active clients
3
Intakes pending
1
Reports drafted
3
Shared with family
0
📋 Clients
Client
Age · Location
Diagnoses
Status
Family visibility
Shivani Mehta
Maneesha Mehta · maneesha@email.com
37 yrs
10583 · Westchester, NY
Severe ID, CP, bipolar
Report ready
Will Fahey
Liz Fahey · liz.fahey@email.com
30 yrs
02482 · Wellesley, MA
Hemiplegic CP, mild ID, seizures
Report ready
Marcus Chen
Linda Chen · linda.chen@email.com
22 yrs
02139 · Cambridge, MA
ASD Level 2, ADHD, SPD
Report ready
[Client name]
[Parent contact · email]
[Age]
[ZIP · State]
[Primary dx, secondary dx]
Intake in progress
Shivani, Will, and Marcus are loaded as real client records. The placeholder row shows the dashboard structure for new clients.
Intake · Step 1 of 6

Let's start with the basics

Who we're planning for, where they live, and the current support system around them. Diagnoses come on Step 3 — they get pulled from the documents you upload next.

👤Person with a disability
Drives the lifetime calculation horizon. We default by diagnosis combination if you skip — editable later in the audit tab to stress-test.
🏠Current living situation
🩺Health insurance

Insurance is assumed in place across all our cost projections. Tell us what's covering them today.

💚Primary caregiver
🏛️Public benefits
Are they currently receiving public benefits?
SSDI/SSI/DAC, SNAP, state DD agency funding (OPWDD, DDS, Regional Center, etc.), housing subsidies. If yes, we'll add a Benefits step to the flow and ask which support hours are publicly funded vs. paid out-of-pocket. If no, that step is skipped.
Intake · Step 2 of 6

Share what you have

All optional, but the more you share, the more accurate the projection. Haven reads what you upload and uses it to pre-fill the rest of the intake.

🧠Clinical & educational
✓
Psychological / neuropsych evaluation
FSIQ scores, adaptive functioning
✓
IEP or transition plan
Goals, services, accommodations
✓
Functional assessment (SIS-A, etc.)
If your state administers one
✓
Speech / OT / PT evaluations
Therapy reports
✓
AAC or communication assessment
Device or system documentation
✓
Behavioral / psychiatric records
Diagnoses, medication history
⚕️Medical
✓
Medication list
Current prescriptions
✓
Specialist visit notes
Neurology, orthopedics, GI, etc.
✓
Equipment / DME documentation
Wheelchair, CPAP, communication device
✓
Sleep study / other diagnostics
Lab work, imaging, sleep reports
🏛️Benefits & funding
✓
SSDI / SSI / DAC award letter
Monthly amount, effective date
✓
SNAP / food assistance
Award letter or EBT documentation
✓
Medicaid / Medicare card or letter
Eligibility documentation
✓
State DD agency ISP / service plan
OPWDD, DDS, Regional Center, etc.
✓
Housing subsidy / voucher letter
Section 8, DHCD, state housing
✓
Day program / employment funding
Vocational rehab, school district funding
✓
Self-Direction / PDP allocation
If applicable in your state
📜Legal & financial
✓
Special needs trust
Document, current balance
✓
ABLE account statements
Current balance, contributions
✓
Guardianship / supported decision-making
Legal status, who's named
✓
Will / estate documents
Letter of intent, beneficiary designations
📂Other
✓
Anything else relevant
Care plans, schedules, letters of intent, prior planning notes — anything that helps tell the story
📎 Drop files here or click to upload
Intake · Step 3 of 6

Disability & health picture

Pulled from the clinical documents you uploaded. Edit, remove, or add anything missing. Search by name or ICD-10 code — codes auto-fill when we recognize the diagnosis.

🧬Diagnoses

Search by name or ICD-10 code. Pick all that apply — most people have more than one. Look at clinical evaluations or IEPs for exact codes if you have them; otherwise type the condition name and we'll find it.

➕Co-occurring conditions (optional but helpful)

Anything else that affects daily life — health conditions, behavioral patterns, sensory differences, mental health diagnoses. Search by name or code.

In your own words. How does the diagnosis affect their daily life? Mood patterns, communication, mobility, anything else not captured in the codes above.

Intake · Step 4 of 6

Life & routine

Walk us through a typical week — what happens, who's involved, how much time it takes. Daytime is split into Weekday and Weekend because they're often very different (especially the unpaid family hours, which is exactly what Haven is built to make visible). The story tells us what kind of support is happening; the hours tell us how much of the week it fills.

💛Family / caregiver perspective
Two angles — what this window looks like for them, and what your role in it is.
What does this window look like for them?
Their experience — what gets done, what they enjoy, what's hard.
What's your role in it?
Be specific about the unseen labor — prompting, supervising, monitoring, advocating, doing.
🛡️Could they handle this window safely on their own?
💼Is there paid support in this window?
No
Tell us about the paid support
Who, what they do, how it works — DSP, PCA, aide, day program staff, behavioral support, nurse.
Are these hours covered by benefits or paid out-of-pocket?
🚗Is there transportation in this window?
No
How do they get around in this window?
Family driving, paratransit, public transit, rideshare, drives themselves.
Beyond the time buckets
📅Across the week — anything else

Catch-all for what doesn't fit a single time bucket — recreation, hobbies, faith, social, travel, regular appointments, weekly therapies. The "rest of life." Shared across all buckets, not bucket-specific.

Intake · Step 5 of 6

Current benefits

What public funding is in place today. Pulled from the eligibility letters and service plans you uploaded — edit anything wrong, add anything missing.

💵Cash benefits
In dollars
👥Public funding for support
In hours per week
Hours of paid support funded by public sources. Don't translate to dollars yourself — the engine prices these at private-rate equivalents.
🏠Housing subsidies
In dollars
Intake · Step 6 of 6

Current costs (out-of-pocket only)

What the family is paying out-of-pocket today. Haven pre-fills lines from the documents and routine you shared — edit, delete, or add. Items already covered by benefits aren't listed here — they're captured separately and applied to the projection.

The engine prices benefits-covered hours at private-market rates to compute the "without benefits" projection. You don't enter those costs here — only what's actually coming out of pocket today.
Review

Here's what we heard

A plain-language summary of everything you've told us. Click any section to expand.

📖Narrative summary
▼

[AI-generated narrative will appear here.]

📊Functional profile
▼
AI-generated from intake, documents, and routine narrative. Not an officially administered Katz/Lawton or SIS-A. If a state-administered functional assessment is on file, upload it on Step 2 and Haven will use those scores instead.
⏱️Weekly coverage table — 168 hours
▼
Future

Thinking about the future

Today is the baseline — captured on the previous screens. This step is about what changes over time: where they'll live, who'll be involved, how care evolves.

🏠Housing trajectory
🏡
Independent
Own home or apartment, no live-in support
🏘️
Shared
With roommate(s), no live-in support
🏠
ADU
Accessory dwelling unit on family property
🏢
Supported living
Live-in or rotating staff caregiver
🏛️
Group setting
Group home or congregate community
💚Family's role over time

As parents age and the support system evolves, what role does the family expect to play? Pick all that apply.

✓
👐Hands-on care
Family provides direct daily support — bathing, dressing, meals, transportation, medication, supervision. The family IS the staff. This is the most demanding role and the one most likely to fall apart as parents age.
✓
📋Coordination & oversight
Family manages the support system — hires and supervises staff, coordinates appointments, advocates with agencies, makes decisions. No direct hands-on. The role most families graduate into once paid support is in place.
✓
💵Financial
Family contributes financially or manages funds — covers gaps, pays for things benefits don't, manages the trust or ABLE account.
✓
⚖️Legal & fiduciary
Guardian, trustee, employer of record, healthcare proxy, MassHealth rep. Roles defined by law or contract. Often held by parents while they can, then transferred to a sibling or professional.
✨Future vision — what do you want their life to look like?

Beyond the logistics — what does a good life look like for them over the years ahead? Think broadly: travel, recreation, hobbies, friendships and social life, employment or meaningful activity, faith or community, romantic partnership, learning. Be as specific as you'd like.

🛡️Coverage preference

One of the largest non-rate levers in the projection. How much paid presence does the family want over the lifespan?

✓
Continuous
Someone always with them — paid presence around the clock. Most expensive option. Appropriate for higher-acuity situations, behavioral safety risks, or families who don't want any solo time.
✓
Capability-based
Paid presence only when needed; alone time when safe. Cheaper, more autonomy. Appropriate when the dependent has stretches of safe solo capability.
✓
Mixed
Continuous in some windows, capability-based in others. Common pattern: continuous overnight + community accompaniment, alone-time during the day.
⚖️Legal & administrative

The legal infrastructure around the dependent.

Guardianship
Legal authority over health, financial, or personal decisions when the dependent can't make them alone.
Special needs trust (SNT)
Holds assets without affecting eligibility for means-tested benefits like Medicaid or SSI. If yes, ongoing trustee fees are factored as a recurring admin cost.
ABLE account
Tax-advantaged savings for qualified disability expenses. Annual contribution limits apply.
Care manager / social worker (full-time)
A dedicated professional retained to oversee the household — staff, medical care, agency advocacy. Distinct from a periodic engagement; factored as a recurring admin cost.
Output

[Client first name]'s lifetime cost of care

[AI-generated report narrative.]

🔒
Family visibility: Private. The family doesn't see this report yet. Change visibility from the dashboard when you're ready to share.
Costs aggregated by life stage.
📊Cost by life stage — stacked by category
📋Year-by-year breakdown
▼
Costs decomposed across the seven streams.
🎯Cost split by stream
📋Exact stage contribution by stream
▼
How the coverage profile evolves over the lifespan.
📈Coverage hour migration — 168 hrs/wk, by age

[AI reasoning narrative grounded in the research base.]

📚Research base — what the projection trajectory is grounded in

The migration trajectory above isn't hand-waving — every inflection point is anchored in published cohort and clinical research on aging with IDD and CP.

📋Year-by-year coverage hours
▼
Every assumption that drives the projection, plus the raw engine traces and exact rollups used to build the report.