We are a financial planning practice specializing in solutions for families with special needs dependent children of all ages. Our company was founded on a simple belief: families with special needs children require specialized financial planning guidance and support. Our founder and Certified Financial Planning® professional, Liz Yoder, knows firsthand what it is like to care for a special needs dependent, having experienced the joys and challenges of caregiving in a community-based group home for adults with intellectual disabilities. This passion drives our commitment to provide compassionate, personalized financial services to parents and families who share similar experiences. 

Dependent Financial Planning

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Dependent Financial Planning

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