Special Needs Dependents

Supporting a loved one with special needs reshapes every part of family life.

It brings deep commitment, unique responsibilities, and an ongoing mix of practical and emotional challenges. Many families are balancing appointments, care routines, school or therapeutic services, and the everyday demands of life, which can make long-term planning feel overwhelming.

We help you slow the moment down. Together, we clarify what matters most right now, what decisions can be paced over time, and how to navigate conversations around roles, expectations, and hopes for the future. Our work creates space for steadiness and alignment so you can make decisions with clarity rather than pressure.

In partnership with your financial advisor, we focus on the human side of planning. Your tailored support may include facilitated family discussions, values and priority mapping, communication tools, and guidance for preparing future caregivers or guardians. Our goal is to help you feel supported, confident, and grounded while you focus on what truly matters: the well-being and long-term stability of your loved one.