Resources for Special Needs Families
Celebrating Disability Pride!
READ TIME: 5 MIN If you are familiar with me or have browsed my website, which I encourage you to do if you have stumbled across me for the first time, you know that I am passionate about working with the Special Needs/Disabled Community. I am a Chartered...
The Nuts and Bolts of Special Needs Trust Administration
READ TIME: 10 MIN As many of you already know not only am I a Financial Advisor and a Chartered Special Needs Consultant, but I am also a Special Needs Mom. In 2022 we launched our Special Needs Binder and email series. My goal is to continue supporting this...
Turning 18 with Special Needs (Part 2)
READ TIME: 5 MIN Last month I talked about things you need to consider when your child turns 18, Your Child Is Considered An Adult. Now What? (part 1). This month I would like to look at additional considerations you will need to look at if your child has special...
Your Child Is Considered An Adult. Now What? (part 1)
READ TIME: 3 MIN As you may know from my social media and blogs, I have a freshman in college this year and a high school senior. By February I will have two 18 year old children. This is an important milestone to be celebrated, but there are so many changes in...
What is an ABLE Account and Do I Need One?
READ TIME: 4 MIN You may have heard of an ABLE account but what exactly is it? ABLE stands for Achieving a Better Life Experience and was created in 2014 by the ABLE Act. An ABLE account is very much like a 529 plan however, there are some key differences we will...
Planning for the Unexpected for Special Needs Families
SPECIAL NEEDS FAMILIES READ TIME: 4 MIN So, when I am asked to describe myself the first word that always comes to mind is I am a mom. I am a soccer mom, a dance mom, a gym mom, a golf mom, a mom who owns her own business and yes, a special needs mom. My brother...
Special Needs Parents: Taking Care of Yourself So You Can Take Care of Your Child, Applies to Finances As Well!
SPECIAL NEEDS READ TIME: 2 MIN When we are boarding an airplane, we have all heard the flight attendant remind us to put on our air masks first, before helping other passengers. This common safety reminder is heard so often it does not always register with us. ...
Subscribe to receive the latest financial insights directly to your inbox
Contact Us
703.844.9822
cortney@cloverleafwealth.com
43177 Nikos Street
Leesburg, Virginia 20176