Home / Special Needs Families
We carry the invisible load, so your adult child is protected.
Now, and long after you are gone. Benefits, caregiver payroll, insurance, bill payment, appointments, and the daily administration that nobody else is holding. It sits with us instead of with you.
The question underneath everything
What happens when you are no longer the one holding it together?
Most families in this position are running a small institution without meaning to. Benefits that must not be disqualified. Caregivers who must be paid legally. A trust with rules. Appointments, programs, insurance, renewals. All of it usually held in one parent's head.
We write it down, put it on a system, and run it with you. So the arrangement survives a bad week, an illness, or a generation.
What we take on
Three areas, held together properly.
Money and legal structure
- Accounting, financials, bill payments and financial management systems
- Benefits: SSI, SSDI, Medicaid, and state, IRS and regional funding programs
- Coordinating with the attorney who holds the trust, guardianship or power of attorney
- Tax positioning and entity structure if there is a business
- Insurance review: life, disability, long term care, liability, home and auto
Care and staffing
- Running payroll in compliance with state and federal law
- Hiring, vetting and training process for caregivers
- Pay structure, contracts and backup caregivers
- Abuse and neglect risk, and incident procedures
Home and daily life
- Housing setup and accessibility
- Medication, appointments, and school or program coordination
- Day programs
- Crisis and transition plans, if parents get sick, die, or move
Financial management and record keeping
If you are the one holding the money, the record has to hold up.
Managing the money for an adult child makes you accountable for every dollar that moves. Most people take it on for someone they love, not because they wanted a second job in bookkeeping. That part can sit with us.
- A clean record of what came in, what went out, and what was spent on behalf of your family member
- Bill payment and caregiver payroll run out of the right account, every cycle, in compliance with state and federal law
- Benefits tracked alongside the spending, so a payment does not quietly put SSI or Medicaid eligibility at risk
- Statements and summaries you can hand to your attorney, your CPA, or a family member who asks how the money was handled
- The same discipline kept current month to month, instead of reconstructed under pressure
Your attorney keeps the trust and the legal structure. We do not do trust or fiduciary accounting and we do not give legal opinions. We hold the day to day numbers underneath it, so when someone asks you to account for the money, the answer is already written down.
Your assessment output
You leave with something written down.
Not a sales pitch and not a vague promise to follow up. A clear picture of where the exposure is and what to do about it, in order.
- A written scorecard of where things stand today
- A 90 day action plan, in priority order
- Options to implement it yourself, or to hand the back office to us and stop carrying it
The first step for every client
Schedule an Assessment
We learn how your world is wired, show you where the real pressure points are, and outline what it would take to fix them.
- A 45 to 60 minute conversation with our senior team
- We ask about your businesses, your family, and your current support
- We identify the most important financial, operational, and compliance gaps
- You leave with a clear recommendation: what to do now, what can wait, and whether we are the right fit
You should not be doing this alone.
In one focused call, we will review your child's benefits, finances, and care plan, highlight any gaps that could threaten their future security, and give you a simple action plan so you can protect them and sleep at night.
Talk to us
Start with a conversation.
Every engagement begins the same way, with an assessment. We only take on a limited number of new clients each month, so that the ones we have are properly looked after.