Episode 4: Special Needs Financial Planning with Elizabeth Larson

Today we have an amazing guest who is a Special Needs Financial Planner and a sister to 3 amazing women with Down Syndrome. Learn more about Elizabeth Larson below!

My goal each day is to help people make smart choices about their money,
empowering them to pursue their unique goals by first defining the values
upon which they are based. With a holistic approach, and using Values-Based
Financial Planning, I help my clients identify what is important about money to
them. This includes providing Special Needs Planning services to families and
organizations that serve people with special needs.
Since childhood, I have watched my parents live their mission, “blessed to be
a blessing,” and my goal is to carry that mission forward. Having a large
family, including four sisters with Down Syndrome, I understand the
importance of special needs planning and I strive to alleviate any fear of “what
if,” and replace it with the comfort that comes from coordinating special needs
planning with your overarching financial strategy.
My team and I understand that learning the family’s story, their hopes and
their dreams, is the foundation of a great plan. Special needs can be
diagnosed at birth or happen later in life and planning for the future can be
challenging, so I work with clients to help them navigate the complexities that
come with planning; from understanding government benefits, to helping
define the benefits and consequences that come from the decisions they will
have to make.
Along with other Special Needs Professionals, I am a member of the
Academy of Special Needs Planners. I believe in the team approach and
understand the importance of cultivating relationships with subject matter
experts in various fields to help ensure my clients confidently pursue their
goals.

https://www.elizabethjlarson.com/