Special Needs Planning Coach for CA Families

Contact us to join the beta waitlist for our upcoming self-paced coaching program designed specifically for California families with children or dependents with developmental disabilities and other special needs.This educational video series walks you through the essentials of public benefits (SSI, Medi-Cal, SSDI, Medicare, Regional Center, IHSS, and more), special needs trusts and estate planning requirements, financial planning specific to special needs families, and long-term care considerations and strategies—step by step, in plain English.💡 Pricing: Program rates vary depending on your family’s needs. If you are a Regional Center client, you may be able to use your Self-Determination Program (SDP) budget to cover the cost.⚖️ Note: This course is provided strictly for educational and coaching purposes. It does not constitute legal advice. Legal services, if desired and appropriate, may be offered separately through our affiliated law firm under a separate engagement.Please enter your info below to join the interest list and be the first to know when enrollment opens.

Join the waitlist

About the Coach

Hi, I’m Cindy — a certified life coach, longtime legal professional, and mom to a child with special needs. After two decades working at companies like Google and Disney, I shifted my focus to helping families like mine navigate the confusing world of special needs planning in California. I created this program to share the exact tools, insights, and strategies I wish I had when starting out — without the overwhelm or legal jargon.This course is for educational coaching purposes only and is not legal advice.

Join our Coaching Program

Please enter your information below to get information on how to join our special needs planning coaching program. In the "Message" section below, please indicate: (1) how many special needs children you have and their ages, (2) are they Regional Center clients?, (3) are they Self Determination clients?, (4) are they current receiving or intending to apply for government benefits?, and (5) anything else that might be helpful to know. Thank you.

Thanks!

Thank you for your submission. We will contact you as soon as we can enroll you in the coaching program. In the meantime, please feel free to contact us at [email protected].