Special Needs Financial Planning Sequioa Financial Group

Record last updated 2026/02/19 Comment on this info .Update this info

Narrative

We are CERTIFIED FINANCIAL PLANNERS™ and the parents, siblings, and loved ones of people with special needs.

Our workshops are offered on a pro-bono (no fee) basis. We help educate families with accurate and current information. We offer complimentary consultations to families to determine how and if we can help in the planning process. We charge a financial planning fee. Fee is either hourly or on a flat-fee basis based upon the complexity of the family situation. 

Special Needs Financial Planning Workshops for families include Two Generations, Housing, the ABLE Account, and A Team to Carry On.

Service Types

• Family Rights And Guardianship
• Family Support

Program Type

• Financial Planning

Populations Served

• All Disabilities
• Autism Spectrum
• Developmental Disability
• Intellectual Disabilities
• Learning Disabilities
• Mental Illness
• Physical Disabilities

Ages Served

• Birth to 3
• 3 - 4
• 5 - 8
• 9 - 13
• 14 - 18
• 19 - 22
• 23 – 59
• 60 +

Accessibility Features

• Accessible Parking

Additional Information

• Fees: Personal Funds