A Few Words
About Me
Personal Experience has fuelled my passion
This is My Special, Ishaan, this service is dedicated to him. I am motivated to make this world a better place for him and others like him
Practical Advice You Can Count on
Ishaan, my special, will be 18 in 2027. He was diagnosed with Autism before he turned 3. I have been through an emotional roller-coaster and understand the stages I went through to reach my current, somewhat stable, state. He has been in a residential school due to his severe special needs since 2017. Sending him there was the hardest and possibly the best decision I have made in my life.
Since 2017, I have tried to keep myself occupied with a number of things. One of which is educating myself on Special Needs financial planning.
I am a CFA charter holder, a CFP® professional, and a Chartered Special Needs Consultant® (ChSNC®).
Financial Planning Service
Empathetic and careful financial Planning Is a Key Component to the Fulfilling life of Your Special One
We will focus on your unique situation. Your and your loved ones’ needs, wants, and wishes. I’ll make myself available to answer all your questions. Comprehensive Special Needs Planning combines aspects of traditional planning with Special Needs specific planning.
Traditional Planning
Wealth Distribution
Wealth Transfer / Equalization / Estate Tax Planning / Charitable Giving / Retirement Distribution Planning
Growth
Retirement Planning / College Planning / Investment Planning
Savings
Cash Flow Management / Emergency Savings / Home Purchase
Protection/Risk Management
Medical, Home, Auto, and Life Insurance / Protection For Loss Of Income Due To Death or Long-Term Disability / Long-Term Care
Legal and Estate Planning
Wills, Trusts, Health Care Proxies, and Power Of Attorney
Special Needs Planning
Wealth Distribution
Special Needs Trust Funding And Management / Asset Ownership / Beneficiary Designations / Gifts And Inheritances / Multi-Generational Planning
Growth
Planning For Two Retirements / Lifetime Support Needs / Transitional and Vocational Planning / Housing Options And Funding Strategies / ABLE Account
Savings
Supplemental Expenses For Child With Special Needs / Identifying And Protecting All Government Benefits
Protection/Risk Management
Government-Supported Supplemental Health Care / Comprehensive Life Insurance Planning
Legal And Estate Planning
Special Needs Trusts / Trustees & Successors / Guardianship / Letter Of Intent / Advocacy