Who We Are

All Needs Planning started as a group of special needs moms who knew there had to be a better way. Our focus on providing better solutions for our own families became a mission to serve families just like ours. We believe all children deserve to be empowered to live their best lives, to the best of their abilities, and with the support they need.

When you work with All Needs Planning you will receive the full benefit of our in-depth expertise and experience. We will be there with you every step of the way to help you develop, implement, and navigate your plan. As your needs change, we will help you make whatever adjustments to your strategy may be necessary.

We developed All Needs Planning because your family deserves expert care and a concierge approach. Our team of specialists and advisors works with families from all backgrounds, at every stage of life, and with any special-needs diagnoses. Our mission is to help ensure that every special-needs family receives the planning and support they require and deserve.

Testimonial

Fortunately, my mother got me interested in investing when I was still in middle school. I was used to managing my own finances and, for over fifty years, had been fairly successful. When I was blessed with a special needs son, however, the management of assets, taxes, trusts, and investments grew much more complicated and quickly morphed into another full-time job. Coordinating all the various resources and players that this required- tax specialists, estate attorneys, brokers, bankers – was extremely stressful and increasingly expensive. It also required an enormous amount of time spent keeping abreast of updates and changes in each of these respective fields.

Finding All Needs Planning and their service concept literally changed my life, and so much for the better. While I consider myself a competent professional, my training and experience as a clinical psychologist did not equip me to answer the terrifying questions that kept me awake at 2:30 a.m., such as, “How will Michael cope with losing me?” or “Who will he spend holidays with?” or “Will I have enough for him if Social Security goes bankrupt?”

Thanks to All Needs Planning, I sleep well at night now knowing the answers to those questions and all the rest. Plus, I now have the time I’ve always wished I could have to spend living with Michael, not frantically trying to learn several new professions. I am confident in our future and can finally relax and enjoy our life. They offer skilled and honest support across all spheres — financial, clinical, and advocacy — so I no longer have to try to coordinate those areas among various specialists.

Special needs families know the incalculable value of working with other professionals who share this unique perspective and experience. This knowledge and trust make it a very special relationship indeed. I am deeply grateful to them for offering this highly specialized service and will happily endorse All Needs Planning as a life-changing experience.

Dr. Cynthia Favret
Clinical Psychologist

Testimonials are based on unique experiences from current clients and are not representative of all client experiences. Testimonials are unsolicited, and no cash or non-cash compensation is provided. Investing involves risk, including the possible loss of principal and fluctuation of value. Past performance is no guarantee of future results. Additional information about Sound Income Strategies, LLC is available in its current disclosure documents, Form ADV, Form ADV Part 2A Brochure, and Client Relationship Summary report which are accessible online via the SEC’s Investment Adviser Public Disclosure (IAPD) database at www.adviserinfo.sec.gov, using SEC # 173272.

For Us It’s Personal

At its core, All Needs Planning is a team of moms formed to provide real-world planning for special needs families. In addition to being the mothers of special needs children, we are also highly qualified professionals who specialize in all areas of special needs planning.

We are tied to the special needs community both professionally and personally, and we’ve made it our life’s work to help families like yours because we understand what it truly means to wake up in the middle of the night in fear of the future. Our focus on providing better solutions for our own families became a mission to serve other families.

We believe that all children deserve to be empowered to live their best lives and that we, as parents and family members, deserve reliable, convenient access to the resources that make that possible. You deserve a village of compassionate providers who can guide and support you whenever and wherever you need it.

We came together as All Needs Planning to forge a lifetime of brighter tomorrows for our own children, for your children, and for families everywhere. With supportive planning and ongoing support, your family can achieve its loftiest goals and realize its full potential!

We look forward to helping you and your family achieve your goals and dreams. Visit our contact page to reach out to our team. It is never too early or too late to get started!