Whole Story Planning
Kacy Seitz
Wealth Management Advisor|ChFC®, CLTC®, ChSNC®
CREATING AN ENVIRONMENT FOR AUTONOMY, INCLUSION, & BELONGING - FOR EVERYONE.
Our mission is to eliminate isolation and loneliness for special needs families across the country with the careful consideration that comes from a place of shared experience. We know how important creating a whole story plan tailored to the needs of your special needs family is.
That's why we take a unique approach to planning, considering not only the needs of the child, but the entire family. We collaborate closely with other professionals in the special needs community to ensure that the plan we create is actually comprehensive and long-lasting.
WHY WE'RE DIFFERENT
Our approach is unique as we bring you your legal and benefits team to the table to coordinate your family's plan. You and your children receive a holistic plan that covers both risk management and long-term investment planning. We make sure the right documents are in place, but most importantly that those documents (like the Special Needs Trust and ABLE accounts) have a detailed funding plan upon your passing or inability to care for your loved one.
HOW TO GET STARTED
Join us from the comfort of your own home, ask questions, and talk with a fellow parent in a non-threatening, non-pressure environment.
Let's craft the next chapter of your Whole Story together.