Special Needs Financial Planning | Financial Planning for Families and Trustees of People with Disabilities
Shepherd Financial Partners is an independent, full-service financial and wealth management practice. Our goal is to provide you with superior, comprehensive financial and wealth management services in the context of a personal, long-term commitment.
Shepherd Financial Partners is an independent, full-service financial and wealth management practice. Our goal is to provide you with superior, comprehensive financial and wealth management services in the context of a personal, long-term commitment.
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Welcome to

Special Needs Financial Planning

We share a common bond - we are parents and siblings of people with special needs.

At Special Needs Financial Planning, we have been helping families to plan for their future and provide for the lifelong needs of their family member with a disability for over 20 years.

Where are you and your family on the Special Needs Financial Planning timeline?

  • Your Child is Born

    Congratulations on the birth of your child!

    You are beginning a new journey and will have a different set of challenges.

    The planning may be different, but there is a process to follow.

    Read more ...

  • Age 3

    Welcome to public school.

    You are entering a period of growth and change for both you and your child.

    • Have you started to think about college planning and life after school for all your children?
    • Do you know how to plan appropriately for your child with special needs?
    • Have you planned for the unthinkable: if you or your spouse were to die prematurely or become disabled?

    Read more ...

  • Age 14

    Say “Hello” to Transition.

    It is never too early or too late to start planning for the future.

    Your child will be developing both life and vocational skills as they approach age 22. Have you created a vision for your child’s future and a plan to fund it?

    What about college?

    Read more ...

  • Age 18

    Your child is legally no longer a child.

    The door to Federal
    government benefits is now open.

    • Now is the time to move forward with guardianship or alternatives.
    • Have you accessed all possible government benefits?
    • Are the benefits protected for the future?

    Read more ...

  • Turning 22

    School’s out!

    Now many supports are gone. What will your child do all day? Where will your child live? Will your child work? Have you identified your Team to Carry On™?

    Read more ...

  • Age 22 and Beyond

    Planning a good and full life.

    • Have you explored the various housing options?
    • Who will provide continued supports?
    • Where will the money come from?

    Read more ...

  • Parent’s Retirement

    Retirement years.

    Does your planning meet your personal needs, those of your child with special needs and all your family members?

    Read more ...

  • Parent’s Death

    Estate distribution.

    • Have you planned for the unexpected disability or death of a parent?
    • Are funds in place for the life you have created for your child?
    • Will there be enough money for the brothers and sisters?

    Read more ...

  • Child’s Death

It is never to0 early or too late to start planning.

DETERMINE YOUR TIMELINE

Are you ready to start planning?

We have created planning tools to help guide you along the way. Access our complimentary planning tools below: