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 in the future.

Hours

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

Cost

Ongoing and Project Based Planning:
Between $70/month to $8,000 for annual planning.
$320 may be charged hourly when a full planning agreement is not desired.
Investment management:
When below $50,001, fees for investment management are 0.9% of the asset managed annually paid quarterly.
When between $50,001 and $2,000,000, 1% asset management fees apply.
Above $2,000,000 and below $3,000,000, .85% fees apply.
Above $3,000,000, 0.7% fees apply.
When investment management fees cover financial planning fees, there is no additional charge for planning.
All fees are negotiable.