The Value Of Special Needs Planning

Let's Succeed Together 


<strong>Special Needs Planning</strong>

Special Needs Planning

We create strategies that are tailored to your needs and goals.

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<strong>Comprehensive Financial Planning</strong>

Comprehensive Financial Planning

Years of experience have prepared us to guide you through life's transitions.

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<strong>Our Values</strong>

Our Values

Honesty. Integrity. We believe values matter, and we live by ours.

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<strong>My Story</strong>

My Story

Since childhood, I have watched my parents live their mission, “blessed to be a blessing,” and my goal is to carry that mission forward. Having a large family, including four sisters with Down Syndrome, I understand the importance of special needs planning and I strive to alleviate any fear of “what if,” and replace it with the comfort that comes from coordinating special needs planning with your overarching financial strategy.

My team and I understand that learning the family’s story, their hopes and their dreams, is the foundation of a great plan. Special needs can be diagnosed at birth or happen later in life and planning for the future can be challenging, so I work with clients to help them navigate the complexities that come with planning; from understanding government benefits, to helping define the benefits and consequences that come from the decisions they will have to make.

<b>Discover Hidden Opportunities</b>

Discover Hidden Opportunities

My goal each day is to help people make smart choices about their money, empowering them to pursue their unique goals by first defining the values upon which they are based. With a holistic approach, and using Values-Based Financial Planning, I help my clients identify what is important about money to them. This includes providing Special Needs Planning services to families and organizations that serve people with special needs.

Along with other Special Needs Professionals, I am a member of the Academy of Special Needs Planners. I believe in the team approach and understand the importance of cultivating relationships with subject matter experts in various fields to help ensure my clients confidently pursue their goals.

<b>Where do you want your financial roadmap to take you?</b>

Where do you want your financial roadmap to take you?

I have been involved in GiGi’s Playhouse, a Down Syndrome achievement center that provides free resources for any individual with a diagnosis. My first experience with Gigi’s was the “Over The Edge” fundraiser, where I rappelled down a 26 story building in Detroit to raise money for the organization. I also tutor in their new literacy program specifically designed for individuals with Down Syndrome. In addition to GiGi’s, I also volunteer at the Judson Center, an organization that provides comprehensive services that strengthen children, adults and families impacted by abuse and neglect, autism, developmental disabilities, and mental health challenges so they are successful in their communities.

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