All Needs Learning Lab
A supportive community with expert guidance you need to know as you plan your child’s future.
You already juggle a million details. Special needs planning shouldn’t be one more thing that keeps you up at night. The All Needs Learning Lab gives you the expert support and guidance you need to create the best long-term roadmap for your family. The caring community you will become a part of will also give you access to other families working on the same thing, so you can learn from each other as you walk the path.
Build a Plan That Brings Peace of Mind For You and Your Loved One
Get full access to our step-by-step planning resource library, live office hours, and a supportive community of families just like yours, all designed to help you build a plan that lasts two lifetimes.
Start your journey toward clarity, confidence, and peace of mind today.
$39/month or $249/year
What Your Membership Includes
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Signature Special Needs Planning Resource Library
Our proven step-by-step roadmap so you can make confident, informed decisions.
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Monthly Office Hours
Live Q&A with special needs planning experts to get your questions answered.
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Community Discussion Group
Connect with other families walking the same path.
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Practical Worksheets & Templates
From care plans to funding strategies ready for you to use.
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Ongoing Updates & New Lessons
The Learning Lab grows with you as your family’s needs evolve
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Priority Access to Financial Planning
Because your loved one’s future can’t wait, your membership comes with priority planning access.
The Learning Lab Is For
Parents and guardians of children or young adults with disabilities who want:
A comprehensive, actionable plan for care, protections, and funding
To understand the benefits and how to maintain eligibility
Guidance on estate planning and decision-making supports
Strategies to plan for two lifetimes: yours and your child’s
Support in creating a person-centered plan for every family member
What You’ll Build
Imagine the relief of having a plan you trust. By the time you complete your first pass through the Learning Lab, you’ll have:
A clear Special Needs Roadmap for your child and family
Guardrails in place to protect your plan from future risks
A funding strategy for two lifetimes
An action checklist you can follow step-by-step
How the Learning Lab Works
This membership is designed to be simple, flexible, and supportive. You’ll move through the resource library at your own pace, with short, easy-to-follow lessons that fit into busy family life.
Along the way, you’ll have access to practical tools, real-life examples, and a community that understands exactly what you’re going through.
Each step builds on the last, so you’re never left wondering what to do next; you’ll always know the next action to take to move your family’s plan forward.
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Bite-sized videos and easy to understand guides lead you through the four core pillars:
Care — supports, funding, and benefits
Protect — estate planning and addressing risks to your funding and taxes
Grow — person-centered goals and investments for the whole family
Tie It All Together — action steps and monitoring
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Join the members-only discussion group to share progress, ask questions, and learn from other families.
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Bring your plan to monthly office hours for feedback and guidance. Can’t attend live? Submit questions ahead and watch the replay.
What Our Members Are Saying
“I love it. …your videos were “easy” to listen to and understand, and I could feel your passion shine through!”
“I was not very familiar with ABLE accounts or Special Needs Trusts, so that has been very helpful to learn.”
“I was so grateful for the office hours and think it’s a great offer you give for members of the Learning Lab. So far, I’m finding the lab very helpful. I plan to schedule a consultation soon to find out more about your services and my needs. Thanks again for the great information and follow-up!”
“The most helpful thing to me is just knowing the resources are there when I’m ready to learn.”
Upcoming and Ongoing Topics
As a member, you’ll automatically receive access to new lessons as they’re added because your family’s plan should grow and evolve over time.
Transitioning to Adulthood
Special Needs Trusts: What to Know & How to Use Them
Medicaid Waivers & Home and Community-Based Services
Understanding & Using ABLE Accounts
Building Support for the Entire Family: The Microboard
Investing Over Two Lifetimes
Supporting Decision-Making (SDM, POA, Guardianship)
Life & Disability Insurance in Your Plan
DAC Benefits: Preparing Now for the Future
Have Questions?
You’re not alone. Here’s what most families ask before joining.
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Most families spend 1–2 hours a week and have a complete plan in 4–8 weeks.
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No, it’s educational. But it will make those professional meetings more productive and cost-effective.
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Yes—your membership covers your household.
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Replays are always available.
Ready to replace anxiety with a plan you trust?
Your child’s future matters too much to leave to chance. Join the Learning Lab, and let’s build a plan that supports your loved one and your whole family for the long haul.
Cancel anytime, No long-term commitment
Connect with Our Team
Have questions about the Learning Lab or where to start?
Complete the form, and we’ll be in touch shortly.