Speaker Page 

Cortney Heykoop

Cortney Heykoop is a Special Needs Mom and Financial Advisor.  She opened her own firm in 2018 with a focus on serving families impacted by disability.  Cortney loves working with other families like hers. She not only brings a breadth of financial knowledge but a comprehensive, holistic approach that includes helping families navigate the complexities of governmental resources, disability planning, estate planning and of course their financial plan

Speak at your event

Contact cortney@cloverleafwealth.com to invite her to speak at your event. Her expertise covers a wide variety of financial and special‑needs planning topics designed to educate, empower, and support your future audience.

Seminar Topics
  • Your Voice, Their Future: Building a Meaningful Letter of Intent Creating the Framework for Futures Planning:  A Hands-On, Thought-Provoking Workshop Geared to get you Started. (2-3 Hour Workshop) 
  • Financial Planning Under Unique Circumstances 
  • Special Needs Trusts: What, Who, When, How and How Much! 
  • Futures Planning: Turning 18, Special Needs Trusts & Able Accounts 
  • Preparing the Next Generation to Care for Your Loved One 
  • Tax Strategies to Consider in Special Needs Planning 
  • Two Tools, One Goal: Mastering ABLE Accounts and Special Needs Trusts 
  • Two Households, One Future: Financial Planning Through Divorce with Disabilities in Mind 
  • Fund It Right, Use It Well: Mastering the Funding, Spending, and Administration of a Special Needs Trust 

  • Able Accounts and 529 Plans: What, Who, When, How and How Much! 

  • Financial Planning:  Choosing Your Path To Retirement 

 

  • Smart Moves for Education Savings: Building a Plan for Every Future 

Past Speaking Events

  • W Forum TED Talk – 2020

  • Abilities Expo

  • Adult Financial Education

  • Community Service Board

  • Division of Career Development and Transition 2026

  • Fairfax County Public Schools

  • Loudoun County Public Schools

  • National Association of Professional Financial Advisors – May 2024

  • Numerous Webinars and Seminars for Arc Chapters and Parental Groups Across the Country

  • Porto Charities 2026

  • Prince William County Public Schools

  • TASH – December 2025

  • Texas State Transition Confernce 2026

  • Virginia Community Services Board – Spring 2022

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703.844.9822

cortney@cloverleafwealth.com

43177 Nikos Street
Leesburg, Virginia 20176