At Planning Across the Spectrum we utilize our education, certifications, and passion for the financial world along with our personal experiences and knowledge which one can only obtain with this first-hand experience. We provides a unique planning perspective for those with special needs, caregivers, and their families.

While most people claim they understand what someone is going through, Our team has lived it. We have experienced the medical, social, educational, legal, vocational, and relational issues that come with being a member of the autism and disability community. Due to this, we can now provide specialized knowledge to our clients, and most importantly, we understands that just like every individual. Every situation is unique.