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Financial Planning Across the Spectrum

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Manage episode 359795479 series 2996118
Content provided by Mom Autism Money. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Mom Autism Money or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

What happens when a financial planning firm is both Autistic-centered and Autistic-owned?

Planning Across the Spectrum is what happens.

Planning Across the Spectrum is a full-service financial planning firm that can help you do all the traditional things like plan for retirement, establish life insurance to take care of your children after you’re gone, and manage your investments. But they do so much more on top of these traditional services.

They can help you navigate benefits, Medicaid waivers, and plan for unique situations like getting the supports and savings your child may need to move out of your home and live independently. They’ve even got a neurdiversity index fund!

Joining us to educate us about all the services is Liz Yoder, Director of Financial Planning.

Planning Across the Spectrum’s website: https://planningacrossthespectrum.com/

Follow Planning Across the Spectrum on Facebook: https://www.facebook.com/planningacrossthespectrum

Check out more info on the Neurodiversity Index: https://planningacrossthespectrum.com/intro-neurodiversity-index/

Listen to the Two Autistic$ Talk Money podcast: https://www.twoautisticstalkmoney.com/

Full episode transcript: https://momautismmoney.com/planning-across-the-spectrum/

  continue reading

31 episodes

Artwork
iconShare
 
Manage episode 359795479 series 2996118
Content provided by Mom Autism Money. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Mom Autism Money or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

What happens when a financial planning firm is both Autistic-centered and Autistic-owned?

Planning Across the Spectrum is what happens.

Planning Across the Spectrum is a full-service financial planning firm that can help you do all the traditional things like plan for retirement, establish life insurance to take care of your children after you’re gone, and manage your investments. But they do so much more on top of these traditional services.

They can help you navigate benefits, Medicaid waivers, and plan for unique situations like getting the supports and savings your child may need to move out of your home and live independently. They’ve even got a neurdiversity index fund!

Joining us to educate us about all the services is Liz Yoder, Director of Financial Planning.

Planning Across the Spectrum’s website: https://planningacrossthespectrum.com/

Follow Planning Across the Spectrum on Facebook: https://www.facebook.com/planningacrossthespectrum

Check out more info on the Neurodiversity Index: https://planningacrossthespectrum.com/intro-neurodiversity-index/

Listen to the Two Autistic$ Talk Money podcast: https://www.twoautisticstalkmoney.com/

Full episode transcript: https://momautismmoney.com/planning-across-the-spectrum/

  continue reading

31 episodes

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