A diagnosis rearranges everything — whether it comes at birth, at three, or at fifteen. In 2010 my daughter Hudsyn was born with complex medical needs, and we started asking the questions most families in this position eventually ask.

We met with a variety of financial advisors. None of the ones we met had done this kind of planning before. They could open an account or place an insurance policy, but no one could tell us how a trust, a benefits application, and a retirement plan were meant to fit together — or who was responsible for making sure they did. We wanted one person looking at all of it, working with everyone already involved in Hudsyn’s life.

After three years of looking for that person, I understood that I was going to have to become her. In 2013 I began building the practice I had been trying to hire.

The people on my team are parents, caregivers, and advocates in this community. That is not a hiring preference — it is why families do not have to explain themselves twice when they call us.

I also train and mentor other financial professionals in this specialty, because there are not enough of us. Fewer than 1,000 advisors nationwide hold the ChSNC® designation (source: The American College Center for Special Needs). Our practice serves only families who have a long-term dependent. It is not a piece of our practice, or another service line we offer...it’s our whole story. We have worked with families in almost every state.

Firm Description

The question that is hardest to get to — what happens to your adult child when you are gone — is often the one that keeps families up at night. Working through that question usually takes more than one professional. The legal work, the benefits analysis, and the financial plan are connected, and they tend to work better when they are built at the same time by people who talk to each other.

Many families never get that. They get pieces. Our work is to put the whole story together. That means your chosen estate planning attorney, your benefits expert, and your financial plan are discussed in the same, connected conversation.

We help you create your adult child’s Quality of Life Plan covering what no document does: where your child lives, who is in their life, what their day looks like. You will also be talking with a fellow parent, which is not incidental.

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