Step 1 - Let's Get Started!

There are 4 steps to building a plan. For this first step, you will be asked some questions to clarify your needs and goals.

Based on your answers, steps 2 and 3 will direct you to topics for your review and selection. You can then organize your plan in step 4, and download or print a copy for further action.

If you are supporting someone to build their plan, please ensure the answers reflect that person’s circumstance.