Whether you have a child or adult family member with special needs or have a disability yourself, you need a strong plan for the future.

As a mother of a special needs son with a rare genetic deletion (Phelan-McDermid Syndrome), a strong advocate for a sister who suffered a severe stroke and is bedridden in a long-term care institution, and a financial planner with a Chartered Special Needs Consultant (ChSNC®) designation, I am uniquely positioned to help families like yours navigate the complexities of special needs planning.

There are so many options and many seem complicated and overwhelming. You deserve to be able to understand each of these concepts (and others) so that you can make educated choices and know that you and your loved one have a plan for future financial security:
1. Government benefits;
2. Special needs trusts;
3. ABLE Accounts;
4. SSI and Medicaid eligibility preservation;
5. Guardianship/conservatorship applications;
6. Education, insurance and lifestyle goal protection;

I collaborate with clients to determine financial goals and create a plan to realize them. There are six major areas to consider in financial planning:
 (1) current financial position evaluation, 
(2) protection planning, 
(3) investment planning,
 (4) tax planning, 
(5) retirement planning, and 
(6) estate planning. 

I help clients compile this information so we can identify solutions and formulate a plan that meets your goals.

I will work hard for and with you to ensure your special needs loved one has a financially-secure future. I carefully listen to, understand and have compassion for families who need customized financial plans for loved ones with a disability.

Please meet my team because My Team is Your Team!

Firm Description

Whether you have a child or adult family member with special needs or have a disability yourself, you need a strong plan for the future.

As a mother of a special needs son with a rare genetic deletion (Phelan-McDermid Syndrome), a strong advocate for a sister who suffered a severe stroke and is bedridden in a long-term care institution, and a financial planner with a Chartered Special Needs Consultant (ChSNC®) designation, I am uniquely positioned to help families like yours navigate the complexities of special needs planning.

There are so many options and many seem complicated and overwhelming. You deserve to be able to understand each of these concepts (and others) so that you can make educated choices and know that you and your loved one have a plan for future financial security:
1. Government benefits;
2. Special needs trusts;
3. ABLE Accounts;
4. SSI and Medicaid eligibility preservation;
5. Guardianship/conservatorship applications;
6. Education, insurance and lifestyle goal protection;

I collaborate with clients to determine financial goals and create a plan to realize them. There are six major areas to consider in financial planning:
 (1) current financial position evaluation, 
(2) protection planning, 
(3) investment planning,
 (4) tax planning, 
(5) retirement planning, and 
(6) estate planning. 

I help clients compile this information so we can identify solutions and formulate a plan that meets your goals.

I will work hard for and with you to ensure your special needs loved one has a financially-secure future. I carefully listen to, understand and have compassion for families who need customized financial plans for loved ones with a disability.

Please meet my team because My Team is Your Team!

Hours

Cost