Having four sisters with Down Syndrome, I understand the importance of Special Needs Planning. Striving to alleviate any fear of “what if,” replacing it with the comfort that comes from coordinating Special Needs Planning with your overarching financial strategy.

Learning your family’s story, your hopes and your dreams, is the foundation of a great plan. Your comprehensive Special Needs Plan will not only plan for the future, but it will also plan for today, giving your child the highest probability of living their fullest life.

It is important to understand what resources are available and/or necessary for your child with special needs. Your plan will include a team of Special Needs Professionals working together to help ensure you are on the right track to giving your child a great life.

The complexities of planning can be overwhelming. Our process brings clarity and structure, putting your family at ease from what once seemed daunting to what now seems doable.

Special Needs Planning


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