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Special Needs Certified Financial PlanningTM Founder

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Liz Yoder


We are a certified financial planningTM firm specializing in financial solutions for families with special needs dependent children of all ages. Our company was founded on a simple but powerful belief: families with special needs children require specialized financial planning guidance and support. Our founder and certified financial plannerTM, Liz Yoder, knows firsthand what it is like to care for a special needs dependent, having experienced the joys and challenges of caregiving. This passion drives our commitment to provide compassionate, personalized financial services to parents and families who share similar experiences.

We understand that financial planning for families with special needs dependent children is a complex matter. We also understand that the financial security and well-being of these families are deeply interconnected. Our financial planners work closely with families to develop customized financial plans that address the specific needs of your child and family. Our expertise and personal approach helps each family receives the support they need to achieve their financial goals and protect their assets.

We believe that every family deserves to live the life they envision, and we are dedicated to helping our clients achieve the financial freedom they need to maintain their quality of life while providing the best possible care for their special needs children. Our company's mission is to serve as a trusted partner, guiding parents every step of the way, so they can focus on what matters most - their loved ones. We strive every day to achieve this mission, and we look forward to being your partner on your financial planning journey.

Special Needs Referral Partners

Our referral partners manage planning considerations that we do not, including financial coaching and insurance.

Our Certified Financial Planners do not currently hold insurance licenses because we want to eliminate any conflict of interest when we recommend you review your insurance policies with a qualified professional. We are happy to have colleagues who are a part of the disability community who work independently from any individual insurance company.

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Robert Dillard

Medicare and Insurance Specialist

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Shannon Caissie

Director of Financial Education And Wellness

Deeply rooted within the special needs community.

Contact Our Special Needs Certified Financial PlannersTM