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Special Needs Financial
Planning Services

We specialize in helping any individual, family, or employer of those with autism and other disabilities to pursue financial independence. We are striving to enhance their quality of lives and their future.
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Unique Needs Require Specialized Knowledge

Everyone's journey is their own and each of us experiences the world differently from everyone else. The reason we understand this is because we’ve been there ourselves. Our Special Needs Advisors help you to understand what’s most important to you in life and why it’s important. No matter who you are, the financial security of your family is of vital importance. We know disability is just a word, a diagnosis a label that limits our imagination and expectations. Our aim is to shatter those expectations, radically change the perception of what is possible, and remove any barrier to your financial liberation.

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Planning for Families

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Support for Individuals

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Consulting for Employers

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At Planning Across the Spectrum we utilize our education, certifications, and passion for the financial world along with our personal experiences and knowledge, which one can only be obtained through first-hand experience. We provide a unique planning perspective for those with special needs, caregivers, and their families. While most people claim to understand what someone is going through, our team has lived it. We have experienced the medical, social, educational, legal, vocational, and relational issues that come with being a member of the autism and disability community. Thanks to this we can now provide specialized knowledge to all our clients. We understand that, just like every individual, every situation is unique.
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