Reject the assumption that disability must determine the course of life
Reducing uncertainty surrounding the special needs planning process
How to manage and understand the seemingly endless lists of resources in the space
Medical Care Planning
"Future-Proof" Financial Planning
Estate Planning Done Right
We are here to walk beside you. Where you find uncertainty, we offer expertise. Where you find overwhelming lists of resources and networks, we offer clarity.
We know how difficult this process can be. Why? Because we are special needs parents ourselves. We know how difficult and time-consuming it is to acquire, coordinate, and manage the seemingly endless lists of resources and services that you and your family need, all while juggling other full-time responsibilities.
If you're serious about getting a grasp on your special needs planning, this webinar were we will talk about a new approach to special needs planning that is designed specifically for you.
This webinar will be delivered live on zoom, and joining us will make your learning experience even more powerful. We're honored to be your guide in this journey, and we look forward to your continued success.
What: Creating A Comprehensive Special Needs Care Plan
When: Thursday, March 23rd, 2023, at 2:00 PM EST
Where: Zoom Webinar
The creation of Eli's Village began when Founder and Co-Director Kristin Carleton's son, Eli, was diagnosed with agenesis of the corpus callosum at 19 weeks pregnant. Realizing Eli would need lifelong support, she started a conversation that led to to the creation of Eli's Village
Eli's Village provides lifelong support, including case management, clinical, professional, community, and financial support, for exceptional families. Co-Director Dr. Kathy Matthews, a mother of an exceptional child, brings over 20 years of experience with exceptional families to the village. The team combines expertise in private case management, clinical services, financial planning, and partnerships to create a holistic and comprehensive model for lifespan planning.
As a lifetime support and family office, they create a comprehensive lifespan plan with clinical, financial, legal, and tax planning solutions for exceptional families.
P: 804-302-0502
Securities offered through J.W. Cole Financial, Inc (JWC) Member FINRA/SIPC. Advisory services offered through James River Asset Management LLC. James River Wealth Advisors and JWC are unaffiliated entities.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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