As a special-needs family, you face unique financial and life

considerations, including:

  •  Disability-related time and money demands,

  •  Qualifying for government cash and medical benefits,

  •  Planning for two generations instead of one, and

  •  The eventual transition from parents as primary caregivers.


This is on top of typical financial planning like preparing for retirement, managing cash flow, and investing for the future.

Stir in a quart of caregiver fatigue and a gallon of uncertainty and you’ve got one complicated stew.

We are happy to help busy special needs families simplify their
financial lives and feel confident about the future.


Are we a good fit to help you? Let’s find out!

Schedule a 15-minute Break-the-Ice Call to start the conversation.