Based in Texas · Meeting in person or by video
Financial Planning for Special Needs Families
Independent, fee-only financial planning for special needs families, based in Texas and meeting in person or by video. As a fiduciary Registered Investment Adviser, we give advice with no commissions and no product sales.
How we can help
Hourly Advice
$250/hr
One question or decision. No minimum.
Full Financial Plan
$3,000
One coordinated plan. Flat fee.
All-in-One
from 1.25%
Investments, planning and annual taxes.
How we work
Planning, taxes and investments under one roof.
Your planning, taxes and investments are handled together by a specialist in special needs families, so everything works together.
- Fee-only fiduciary: no commissions, nothing to sell
- Clear prices, listed on our website
- Financial planning, investment management and annual tax preparation
Free Resources for Families
Guides and tools to help you plan for your loved one’s future, one step at a time.
Free guide · 7 steps
7 steps to a complete, coordinated plan for your child’s future.
Free guide · 2026
Save for a loved one with a disability without losing SSI or Medicaid.
Free tool
Find out how much to put into a special needs trust to cover your child’s supplemental needs.
Who we help
We work with families who…
If you’re raising or caring for a family member with a disability, you need a plan that accounts for their lifetime care alongside your own goals.
- Have a loved one who receives SSI, SSDI, or Medicaid and need to protect that eligibility
- Have, or are considering, a Special Needs Trust or ABLE account
- Received a settlement, inheritance, or gift on behalf of their loved one
- Aren’t sure how their insurance, estate plan, cash flow, and retirement savings fit together
Credentials & memberships
Stay updated: join our mailing list
Sign up with your email address to receive our monthly newsletter.
Let’s build a plan that brings your family clarity, confidence, and security.
1202 Lakeway Dr, Suite 7
Austin, TX 78734
Williams Tower, 2800 Post Oak Blvd, Suite 4100
Houston, TX 77056
Virtual meetings
Meet by video.