Gwen is a seasoned financial professional with over 20 years of experience. In 2023, she  earned her CERTIFIED FINANCIAL PLANNER™ (CFP®) designation to expand her practiceinto advanced planning and wealth management.

Gwen began her career at MassMutual, where she played an active role in the SpecialCare program, which provides financial guidance to families with special needs. Inspired by this work, she later authored Special Needs Roadmaps, a book on life care planning for these families.

Her passion lies in empowering women through financial education, helping them work toward financial independence. She understands the unique challenges women face in managing their finances and works closely with her clients to develop personalized strategies tailored to theirneeds and goals.

Today, Gwen works with women, business owners, and families with special needs to help thempursue their financial objectives.

She grew up on an Air Force base and now resides in New Jersey with her husband, twodaughters, and their dog, Roxy. In her free time, Gwen enjoys watching her children dance andparticipate in sports. She also serves as the treasurer of her daughter’s PTA.

Firm Description

Life Care Planning for Special Needs Families

Our top priority is to develop a comprehensive life care plan tailored to your loved one with special needs. We aim to assist families in navigating the intricate systems involved in creating a sounds financial plan. By learning about your personal situation and understanding your dreams, we can craft a special needs plan that ensures your child's future. We work to provide long-term strategies that align with your goals. Special needs planning is designed with a goal to enable you to provide assets for your disabled loved one without compromising their access to government benefits such as Medicaid and Supplemental Security Income (SSI).

In our initial meeting, we will begin by learning about your family dynamics and discussing your goals for your child with special needs. We’ll also gather financial information to start building a life care plan. In the following meeting, we’ll explore strategies that align with the plan and assess whether a Will or Special Needs Trust is necessary. Finally, we’ll move forward with implementing the chosen strategies to support your family's needs.

Hours

Cost