Special Care Planning

10 Basic Financial Steps for Special Needs Caregivers Seminar


It is my personal goal to help families plan for the future of their dependents with special needs by providing education and financial solutions, which can help maintain a lifetime of quality care.  


As a Special Care Planners, I specifically help families:

  • Gain a greater understanding of government benefits

  • Understand some of the techniques available to help preserve government benefit eligibility for SSI and Medicaid

  • Understand financial issues in special needs planning, including funding special needs trusts

  • Understand the benefits of a Letter of Intent

  • Learn about the role of a guardian and conservator with respect to their special needs dependent

  • Determine how much money is needed to fund a lifetime of quality care

Please contact me to schedule an Intake Meeting to discuss Special Care Planning for your loved one.



Please take a look at the helpful Special Care Planning Articles:

Special Care Financial Strategies

Special Care Planning for Grandparents

Special Care Planning Beyond the IEP

Understanding SSDI

Home Renovations to Accommodate People with Disabilities

For a Family with Special Needs, Life Care Planning Takes a Traditional Financial Strategy to a Higher Level

Creating a Residential Option for Your Child

Creating a Life Care Plan for the 4 Stages of Life

Transition Services: Did you know they're included in an IEP?

Getting Your Financial Strategy Done: Who Does What? What's the Process?

Working Together While Getting Divorced: What You Should Know

Individual Support Plans help people with special needs achieve goals throughout life

Your child as an adult. Are you ready?

What to tell loved ones about your family's financial strategy

Why Protect Eligibility for Government Benefits

Moving Out: What Young Adults Yearning for Independence Should Consider

The Legal Side of Financial Strategies