All Needs Planning

Planning for a loved one with special needs goes beyond today—it's about helping to ensure their financial security for the rest of their lives. In this video, we break down how to create a financial plan that includes a clear timeline for both your retirement and their lifetime needs. ?? A well-prepared plan means more peace of mind for you and a brighter future for them. ?? https://lnkd.in/end8nJYt #specialneeds #RetirementPlanning #FinancialPlanning

I’m rocking my Spock socks to raise awareness for Down syndrome! All Needs Planning Virginia Down Syndrome Association #rockyoursocks #downsyndromeawareness #advocacy

Spring into new beginnings with fresh planning ideas for a brighter future. Ask your question! #financial #spring #specialneedsmom

At Sound Income Group, we're continuing to celebrate Women's History Month by highlighting two exceptional leaders. ? Kristin Carleton, CEO of All Needs Planning, finds her greatest fulfillment in those powerful moments when her planning creates visible relief for families, helping to offer financial peace of mind. ? Meanwhile, COO Mary McDirmid champions the importance of confidence in everything she does. She believes in nurturing strength and capability, knowing clients benefit most when she brings her authentic knowledge to every interaction. ? These women exemplify how empathetic leadership creates a lasting impact. Their approach doesn't just change financial situations—it changes lives. ? #WomensHistoryMonth #Financialplanning #Wealthmanagement

Happy St. Patrick’s Day! ?? Wishing you a day filled with joy, good company, and maybe even a little Irish luck! #StPatricksDay #LuckyToHaveYou

Too often, individuals with disabilities receive services from multiple providers—case managers, doctors, therapists, and agencies—but without collaboration. This leaves the primary caregiver juggling communication and coordination, trying to pull everything together. A microboard can help change that by creating a coordinated process that shares responsibility and ensures key support information is available to all. This way, lifelong support for the individual is truly a group effort, not just reliant on one person. A microboard means shared care, shared knowledge, and stronger support. #disability?#disabilityawareness?#casemanager

Before helping found All Needs Planning, Mary spent two years as a managing director for the financial firm, MassMutual Northwest in Seattle, Washington. Before that, and for three years concurrently, she ran her own special needs financial planning firm. In addition to her leadership role at All Needs Planning, Mary is also a volunteer advocate for children with rare diseases. She is also the parent of a special needs child. #specialneeds #specialneedsmom #specialneedsplanning

Join us on March 13th at Noon Eastern time for our Special Needs Planning 101 Workshop- if you're new to this process or have a few remaining questions, we'd love for you to join us. Here's the link to register: https://lnkd.in/ed6dQU_P #specialneeds #specialneedsmom #specialneedsplanning

Caring for both aging parents and a child with special needs can feel challenging, but you're not alone. This video explores practical strategies to help you manage the unique challenges of supporting multiple generations under one roof. https://lnkd.in/e4AEkCmW #financialeducation #familyplanning #finance

Tomorrow, we honor the strength of women in special needs parenting. Your resilience inspires us all. Book a call with us! #women #internationalwomensday #womenempoweringwomen