Elizabeth Yoder CFP® ChSNC

Dependent Financial Planning

Elizabeth Yoder CFP® ChSNC

Dependent Financial Planning

Elizabeth Yoder CFP® ChSNC

Dependent Financial Planning


Liz found the path to financial planning while attending national disability conferences held in the DC area when she was a live-in care giver and member of L’Arche home. She grew frustrated that not enough people were doing the work to educate families and lift the earning potential of ready to work people who receive government benefits, and realized that she could be a part of the solution if she became a financial planner herself.

Liz works with families and individuals to plan financially for full and meaningful lives, in particular navigating Social Security, Medicare, and Medicaid.  In her dual role as a planner and advocate, she regularly connects with financial planning professional groups to ensure other professionals know the importance of planning to the individual needs of our clients instead of making general assumptions about what they can and cannot do. She also regularly attends advocacy conferences and aims to be an active ally to the autism, disability and neurodivergent communities.

Firm Description

The core reason for all of your planning are the people and organizations who depend on you. At Dependent Financial Planning, we work with you to prioritize your personal financial goals, while prioritizing the people in your life who most depend on you. As disability specialists, we include your dependent's income and resources in all of our planning to make sure you have a whole picture of what their needs will be into the future.


Day From To
Sunday By Appointment Only
Monday 8:30 AM 5:30 PM
Tuesday 8:30 AM 5:30 PM
Wednesday 8:30 AM 5:30 PM
Thursday 8:30 AM 5:30 PM
Friday 8:30 AM 5:30 PM
Saturday By Appointment Only


What Is a Special Needs Planner?

Main Office

163 Mitchells Chance Road
No. 178
Edgewater, MD 21037

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