Financial Planning for special needs families
At Planning Across The Spectrum we start by asking “why” rather than just asking “how”. Why are we here and
where would we like to end up? Together we need to try and understand the kind of life you want, your values,
and what is most important to you. We look at your situation on a personal level. This is not the time for
cookie-cutter advice and we want to make sure that you are treated with the utmost personal care and
We also understand that a financial planner can seem like a daunting task, and we have various options to help you achieve your goals.