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working with us means

less guessing

finding the best path for your family, together

introducing

As you nurture your loved one, there are tons of decisions & paths to navigate.

NOUN

1

a company of travelers on a journey

2

a comprehensive, active partnership between your family and your planner

We get involved, connecting you with specialists and working with them directly. We'll be in your corner for the long haul.

how

works

step 1: travel docs

We'll collect and review your financial documents to get organized.

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Not sure what you'll need? Don't worry, we have a handy list and we'll walk you through it!

step 2:

snapshot

We'll use RightCapital to get a bird's eye view of your current financial picture.

step 3:

adventure map

We'll meet to talk through your family's needs and goals, and work together to create a detailed + actionable plan.

step 4:

family passport

We believe that planning should be about more than numbers. We'll create a unique Family Passport to highlight what makes you special, and what kind of life you want to have together. These conversations will help you build a joyful, adventurous life.

along your journey

We're your first call.

Reviews, Check-ins. We’re here for the long haul.

step 5:

let's go!

Time to put your plan into action! We'll be directly involved at every step, coordinating with specialists whenever necessary and helping with all the big + small moves. 

our pricing

$1500 per quarter, ongoing

*on a limited budget?

Our Atlas service might be right for you!

Because we’re going on the exact same journey.

Because we’ve learned a few things along the way that can make a big difference.

Because supporting families in the special needs community is not an add-on; it’s all we do.

Because we’re really good at this :)

setup a (free) call to talk about your family's needs
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