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Kristin Carleton

Special Abilities Network

Kristin Carleton

Special Abilities Network

Kristin Carleton

Special Abilities Network

Profession LogoFINANCIAL PLANNER

As a fierce advocate for her own children and all people with disabilities, Kristin’s core belief is that all families deserve to be the hero of their own story. She has dedicated her life to building plans to help ensure that every family, regardless of their situation, can enjoy fulfilling and capable lives. Kristin has an undergraduate degree from Duke University and over 20 years of experience in the financial services industry. She was led to her life’s purpose when, in her 19th week of pregnancy, she received her son’s diagnosis. Says Kristin: “I look forward to learning your story, and the future story you would like to be told.” Away from the office, Kristin enjoys spending time with her family, watching Duke basketball, and reading.

Firm Description

We offer the following services:

  • Special Needs Life Planning through our Family Office Model:
    • Work with our team of specialists to develop and implement your family’s life plan. 
    • We develop a funding strategy, legal strategy, and support strategy to meet the needs of every member of your family, now and in the future. With a strategist, financial planner, family support and advocacy, and partnerships with attorneys and CPAs, your family receives the resources you need to thrive.
  • Special Needs Master Class:
    • Enroll in this course to learn how to implement a 3-step special needs planning process.

Hours

Day From To
Monday 9:00 AM 5:00 PM
Tuesday 9:00 AM 5:00 PM
Wednesday 9:00 AM 5:00 PM
Thursday 9:00 AM 5:00 PM
Friday 9:00 AM 5:00 PM

Cost

Multifamily office - pricing customized to client need.
Special Needs Master Class - complimentary

What Is a Special Needs Planner?

Main Office

10431 Patterson Avenue
Henrico, VA 23238

On the web

View Firm Website

Social Media


Topics

View All Special Needs Topics Questions & Answers Directory of Pooled Trusts Directory of ABLE Accounts