Companions on Your Journey
Companions on Your Journey was founded to focus on the distinct needs of people with disabilities and their families. I know from direct experience that government benefits are easy to list out on a Powerpoint, but challenging to qualify and even more challenging to keep. I know that many people with disabilities want to work and even know that they can work and still maintain their benefits but need someone to help them get throught the maze of rules surrounding work incentives. I know that families expect to create a special needs trust but need someone to run realistic numbers and help them allocate among the trust and the needs of the rest of the family that also have a claim on resources. I know that families with special needs have very different risk profiles and insurance needs. And I know the importance of integrating financial planning with legal and all-round life-planning for the family member with special needs.
For a large firm, special needs planning is just one among many offerings. For us it is what we do. Together with our clients and their other professionals, we are companions on the journey through the ever-changing maze of special needs planning.