Navigate the complex world of special needs planning.
Consulting Services
Essentials Planning
Best for: Individuals and families just starting their journey or needing guidance on one issue.
What’s Included: One-time project that includes completion of a pre-discovery call questionnaire, a family situation assessment, inventory of current challenges, resource gap analysis, plus a written summary and referral list of specialists.
Comprehensive Planning
Best for: Individuals and families who require a roadmap to navigate multiple systems.
What’s Included: One-time project that includes a benefits overview, education pathway for minors or employment and day planning for adults, therapy roadmap, life stage transition plan, and coordination with specialists and other professionals.
Legacy Planning
Best for: Individuals and families who need continuous support navigating life changes.
What’s Included: One-time project that includes all of Comprehensive Planning, plus a benefits optimization analysis, lifetime care cost projections, plus budget modeling, funding strategy development, Letter of Intent draft, and estate planning outline.
Financial Advisory Services
For individuals and families seeking ongoing investment management services, including portfolio construction and management, tax-efficient investment strategies, and management of your selected accounts (including individual, joint, trust, and ABLE accounts). Also includes IDD-specialized financial planning, benefits planning and optimization, special needs trust guidance in partnership with a special needs trust attorney, care planning and coordination, succession planning, and ongoing support.
Schedule an appointment
Hestia Wealth and Wellness exists to help individuals and families navigate the complex world of special needs planning, including finances, government benefits, education options, therapies, and long-term care. We help you clarify your options, connect you with other professionals, and create a personalized roadmap for you or your loved one’s care and your family’s peace of mind. Book a free consultation to learn more about how we combine expert guidance and planning with heart.
Contact
Interested in working together? Complete the form to begin the conversation.
Hestia Wealth & Wellness, LLC (“Hestia”) is a registered investment adviser located in Denver, Colorado. Registration as an investment adviser does not imply a certain level of skill or training. The publication of Hestia’s website should not be construed by any consumer or prospective client as Hestia’s solicitation or attempt to effect transactions in securities, or the rendering of personalized investment advice over the Internet.
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