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Family

Financial Courses for Special Needs Families

Simple, practical guidance to help you plan, protect, and build your child’s financial future with confidence.

Start where you are - each course is designed to meet you at a different stage. See our "Not Sure Where to Start" section below.

Start Here: Choose Your Course

Each course is designed to meet you at a different stage of your financial planning journey.

Financial Foundations for Special Needs Families

30-minute micro-course

  • Understand your current financial situation

  • Track and organize key expenses clearly

  • Prioritize the money decisions that matter most for your family

Most Start Here!

Financial Planning Without Losing Benefits

30-minute micro-course

  • Learn how finances impact SSI and Medicaid benefits

  • Avoid common mistakes that affect eligibility rules

  • Understand how to structure money more safely

Protecting Your Child’s Future

30-minute micro-course

  • Learn how ABLE accounts and Trusts work together

  • Protect assets while preserving benefits eligibility

  • Build long-term financial structure for your child

Not Sure Where to Start?

Here's How to Decide

Financial Foundations for

Special Needs Families

Financial Planning Without Losing Benefits

Protecting Your Child’s Future

Choose this if you:

  • Feel overwhelmed and don’t know where to start

  • Want clarity on your current financial situation

  • Need help organizing priorities and next steps

Choose this if you:

  • Want to understand how finances impact SSI & Medicaid

  • Are concerned about making mistakes with eligibility

  • Need help structuring money in a safer way

Choose this if you:

  • Want to learn about ABLE accounts and Special Needs Trusts

  • Are focused on long-term protection and planning

  • Want to build a financial structure for the future

If you're looking for a full step-by-step path, take all three courses in order to build a complete financial planning foundation.

Created by a parent who understands this journey

I’m Sean, a father to a child with special needs.

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I created these courses to simplify financial planning and help families make confident decisions without feeling overwhelmed.

Sean R. Headshot.jpg

Looking for Guidance in a Community Setting?

We’re launching group coaching sessions soon - join other parents, get personalized support, and stay accountable as you implement what you learn.

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Join the list & we'll email you when we're ready to start!

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