Able Transition: Dreams Fulfilled

Kenzie Clark

Dreams Fulfilled is a space where we share about how dignity and respect are given through work, community and in being seen as capable. Within many communities, preparing for the future can be frustrating, overwhelming and isolating. We will explore the world of transition and have experts on to provide resources and vital information that will help you wherever you may be on this journey.

  1. 12/21/2020

    Episode 4: Special Needs Financial Planning with Elizabeth Larson

    Today we have an amazing guest who is a Special Needs Financial Planner and a sister to 3 amazing women with Down Syndrome. Learn more about Elizabeth Larson below! My goal each day is to help people make smart choices about their money, empowering them to pursue their unique goals by first defining the values upon which they are based. With a holistic approach, and using Values-Based Financial Planning, I help my clients identify what is important about money to them. This includes providing Special Needs Planning services to families and organizations that serve people with special needs. Since childhood, I have watched my parents live their mission, “blessed to be a blessing,” and my goal is to carry that mission forward. Having a large family, including four sisters with Down Syndrome, I understand the importance of special needs planning and I strive to alleviate any fear of “what if,” and replace it with the comfort that comes from coordinating special needs planning with your overarching financial strategy. My team and I understand that learning the family’s story, their hopes and their dreams, is the foundation of a great plan. Special needs can be diagnosed at birth or happen later in life and planning for the future can be challenging, so I work with clients to help them navigate the complexities that come with planning; from understanding government benefits, to helping define the benefits and consequences that come from the decisions they will have to make. Along with other Special Needs Professionals, I am a member of the Academy of Special Needs Planners. I believe in the team approach and understand the importance of cultivating relationships with subject matter experts in various fields to help ensure my clients confidently pursue their goals. https://www.elizabethjlarson.com/

    34 min
4.8
out of 5
8 Ratings

About

Dreams Fulfilled is a space where we share about how dignity and respect are given through work, community and in being seen as capable. Within many communities, preparing for the future can be frustrating, overwhelming and isolating. We will explore the world of transition and have experts on to provide resources and vital information that will help you wherever you may be on this journey.