![Young man with disbility walking with mom and sisters.](https://static.wixstatic.com/media/dab318_fb8a981a813e45d788cbf54a57b25785~mv2_d_2727_2199_s_2.jpg/v1/fill/w_276,h_242,al_c,q_80,usm_0.66_1.00_0.01,enc_auto/dab318_fb8a981a813e45d788cbf54a57b25785~mv2_d_2727_2199_s_2.jpg)
For People with Disabilities and their Families
"I want to have my own home with support staff. I need to put away money for training and technology to advance my job search. I need reliable, accessible transportation. I want to have a job and earn as much as I can. I need to save for retirement. And I need to do all these things without jeopardizing the Social Security, Medicaid and Medicare benefits that cover the extra expenses I have because of my disability."
If this is how you open the conversation, does your financial professional know what you need to do to succeed? I do know and here's what we can do together:
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Collect and highlight relevant points on the documents you will need to get your Social Security benefits
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Prep for your intake interview, so that you understand how to answer the questions in a way that supports your eligibility
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Find and evaluate the cost and benefits of day or training programs
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Follow the rules so that you can earn up to $40,000/year and still maintain Medicaid and Waiver-funded support services
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Cost out all kinds of housing options
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Forecast and budget how much money you will need beyond government benefits to live the way you want to
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Fund an ABLE account and/or a special needs trust
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Connect to experienced legal, tax and service-providing professionals to make sure your support team is solid
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As a certified financial planner, I have a graduate level education in financial, investment, estate, education, insurance and tax planning. As the past executive director of a supported living agency, I understand government benefits and the disability service delivery system. I receive no product commissions; you compensate me only for my advice and experience. I can work for you solo, or in partnership with your existing financial or insurance professional.