Special Needs Planning Resources
Start here. Go at your own pace.
Whether just getting oriented or filling in the gaps for a plan already in place, these resources are designed to give families real, practical grounding.
Resources for Wherever You Are.
Attend a Free Workshop
Regular online workshops open to any family navigating special needs planning — whether learning what a Special Needs Trust actually does, understanding how an ABLE account and trust interact, or wondering whether a current financial plan accounts for SSI. Practical, no pressure.
Join the Community
Connect with other special needs families navigating the same questions. A place to share, learn, and feel less alone in the planning process.
Care. Protect. Grow. — The Book
The full picture of special needs financial planning, written by parents and professionals who live this work. What to build, in what order, and why each piece matters — grounded in real family stories and decades of planning experience.
Companion Workbook
Download the Care, Protect, Grow Companion Workbook. A free, guided workbook for special needs families: five to fifteen minutes a week to see your family’s needs clearly, protect what matters, and build toward the future.
Join the Learning Lab
Our ongoing membership community for education, resources, and direct access to the team through monthly office hours for Lab members only. For families who want to stay current on benefits changes, planning strategies, and care decisions as their situation evolves.
Read the Blog
Practical articles on benefits coordination, Special Needs Trusts, ABLE accounts, SSI and Medicaid planning, transition to adulthood, and more — written to answer the real questions families are asking.
Want personalized guidance?
The resources above are a great place to start. When a conversation makes sense, we’re here.