UNIQUE NEEDS REQUIRE SPECIALIZED KNOWLEDGE
Planning for Individuals
We are a different kind of Financial Planning Company. We are not just family members, but we are also individuals ourselves. This is why we are passionate about not just helping families but empowering the individuals as well.
Often individuals are lost when it comes to independent living skills! And they are not alone. We break down the complex and making things simple. Putting the person with a disability first and foremost. Talking about not just what services they may or may not need help with, but also talking to them as a person. This is why we have presentation on Autism and Driving, Money Skills, and Provide Employee wellness directly to the individual.
If you feel you don’t know what to do when it comes to finding resources or you are overwhelmed by everything that needs to be done, we’ll work together to prioritize the items and list them in a simple to follow checklist. If you’re not sure where to start, we’ll work with you to determine what needs to be done and in what order, and you’ll walk away with the information needed to make the next steps.
Our role in employment is different then most. We help individuals who want to live their best selves. Whether this is struggling in the workplace, and figuring out what job options and prospects exist. We also are passionate about helping neurodiverse individuals and those with other disabilities start their own business. We are not an employment agency and we work with directly with individuals who are motivated to power their own lives
More in Depth Financial Planning
As a Financial Planner who has been where you have been, We are able to communicate on your terms and explain and guide you through the planning process in a way that not only suits your needs, but also your life style. Whether you are looking to save, buy a house, got a first job or looking to retire. We are able to help you in the way you would like to be helped. Because we ARE YOU. Whether it is Investing for retirement, opening an ABLE account, or questions about insurance or an inheritance, we will help you live your best self.
Sometimes all we need is a nudge to keep us motivated. Perhaps someone to point us in the right direction. As self advocates, job coaches we know first-hand how important it is to be able to talk to someone who “gets it.” He would be happy to be your sounding board, help you talk through ideas, and find possible solutions before moving forward with implementation. We want you to live your best self.