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Financial Planning Across the Spectrum

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Manage episode 359795479 series 2996118
内容由Mom Autism Money提供。所有播客内容(包括剧集、图形和播客描述)均由 Mom Autism Money 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.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集单集

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Manage episode 359795479 series 2996118
内容由Mom Autism Money提供。所有播客内容(包括剧集、图形和播客描述)均由 Mom Autism Money 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.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

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