SPECIAL NEEDS PLANNING
“WHAT IS IT YOU PLAN TO DO WITH YOUR ONE WILD AND PRECIOUS LIFE?” – MARY OLIVER
PLANNING BORN FROM EXPERIENCE
Caring for a loved one with special needs is a journey that spans a lifetime. Our mission is to use our specialized knowledge and personal experience to empower clients to navigate this journey with confidence and peace of mind. Most advisors put their focus on planning for when parents/caregivers are no longer here to provide for their child, but we also know how to help with the now.
When my daughter Emily was born 12 years ago, we found out at delivery that she had Down syndrome. I remember thinking about what our future would look like. I was holding a healthy newborn baby, and all I could “see” was myself in 40 years, walking through the grocery store with my adult child by my side, knowing that she was going be with us the rest of our lives.
Although there is much more to the story, Emily’s birth is the reason I decided to focus my work as a Financial Advisor helping families like mine plan for their child’s future. Fast forward 12 years, and I have learned a tremendous amount about the challenges and solutions that families face in managing their special needs child’s current needs, and planning for their future.
BUILT TO SERVE TWO TYPES OF CLIENTS
Our Special Needs Financial Planning and Consulting Services prioritize supporting your child’s present needs, while recognizing the importance of planning for their ongoing care and well-being throughout their lifetime.
PERSONAL FINANCIAL PLANNING ALONG WITH SPECIAL NEEDS
For parent(s)/families, in addition to their loved one who will be financially dependent on them for their lifetime. We create an individual financial plan for you and your family, to manage assets and resources which will be there for your life needs, and for your loved one now and when you are no longer able to provide for them. We identify your family’s goals and objectives as they relate to you and your loved one with unique planning needs.
SPECIAL NEEDS PLANNING & CONSULTING ONLY
Our Special Needs Consulting Services involve the specific needs of the individual who will require financial support. We can be hired to provide advice on very specific issues such as making sure your child is eligible for government benefits when they turn 18. This may involve financial management to ensure they can meet the asset limit for SSI and the Medicaid Waiver program.
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Put our expertise at work for you.
CERTIFICATIONS & PARTNERS
Kathleen is a member of the Academy of Special Needs Planners and a Chartered Special Needs Consultant, as well as a member of the Financial Planning Association.
Kathleen works with and/or provides webinars, speeches, and articles for many groups including the Milwaukee Journal Sentinel, Marquette Magazine, Think Advisor, Circle Magazine, Journey 21, Parents United, and the Down Syndrome Association of Wisconsin.
