Are you a CareGiver working and trying to balance the demands of your special needs family?

You’re making good money but struggling with

  •  Having a plan that is specific to your financial circumstances
  • You’re frustrated with navigating the complexity of support 
  • You’re worried about getting the right decision-making support for your child

You need to make some changes.

My name is Kristin Carleton, and as a Special Needs Mom myself, I totally understand the frustrations and concerns that you have when it comes to your financial needs.

 

Having support and someone who understands exactly what you’re going through is really important, in your highest earning years through retirement. 

 

There are so many things to consider with your financial needs.

 

But for most caregivers, all you can focus on is tomorrow. 

 

I see you. 

I have you covered

That is why I created a 3-step Special (ALL) Need Financial Plan to help you. It is a plan that covers

  1. Care – from financial planning to care planning and government benefits eligibility, you need to have a plan for these daily decisions to feel cared for.
  2. Protect – once those daily decisions are made, protecting them with legal documents, tax strategy, and insurance to fill any gaps is necessary to keep the guardrails on as you walk the path.
  3. Grow – now is the time to really focus on the future – you invest today for your future, you can relax enough to start setting personal goals, and establish person centered plans for EVERY member of your family.

Your Family’s Journey

I have created a short video that walks you through these key areas, that you need to consider when it comes to your finances, so you can secure the financial future of your family, from one lifetime to the next…

 

I have also prepared a short checklist to help you further understand some of the key considerations. 


So click the link and find out more about the All Needs Financial Plan. Your guide to the financial support you need.

We only work with Caregivers 

Our team of caregivers and financial experts have helped many families for the last few years set a financial plan, manage financial assets and work to gain government aid. 

 

 This is all we specialize in. 

 

Some of our clients have achieved their financial dreams as well as gained confidence in the long-term care of their son or daughter. 

A couple of success stories

We helped Linda from Idaho obtain government benefits for her son that allowed her to save more towards her retirement and purchase the life insurance she’d been putting off due to paying out of pocket for a caregiver.

 

We helped Candace in Virginia navigate her divorce and put the necessary trusts and ABLE account in place to make sure her daughter stayed benefits eligible even while receiving child support in adulthood, and Candace could still retire with dignity and stay in her home. Sharing in Candace’s relief that the process was over, and her future was financially secure, was one of the best moments of the year.

We’re big on community

 We are big on community and providing support to other care givers. That is why we created a Facebook Group that you can join for free, here. You can ask questions and also hear from other care givers. 

 

We look forward to welcoming you to the All Need Planning family.

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