UNIQUE NEEDS REQUIRE SPECIALIZED KNOWLEDGE
Financial Planning for Special Needs Families
Long-term financial for special needs can be complicated and challenging, especially when it comes to legal issues surrounding disabilities. We are here to guide you through the process and make it as easy as possible.
As a group with comprehensive knowledge of governmental and legal instruments regarding special needs, we as a team can come together to shape a financial future for our clients.
Planning and Support for Individuals
There are situations where maybe a comprehensive financial plan is not needed. We offer our services as a monthly or ongoing basis to provide support on any financial (or many times non-financial!) questions clients may have.
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.
Employer Benefits Consulting
Every individual is unique, and we also believe so are the companies that support those individuals. We work with employers that recognize the value of hiring neurodiverse employees, and other disabilities.
We want to enable employers to fill the talent gap and shortfall while offering competitive benefits to these employees. There is a gap between is offered and the true needs of the population.