Special Needs Planning

by Consolidated Planning Group

We invite you to discover and experience the power of our services. We are an independent, boutique-style financial planning firm located in the Houston area. Our advisors bring their diverse backgrounds, education, and experience to best serve our clients. We are a holistic financial planning firm that specializes in Special Needs Planning.  

Podcast episodes

  • Season 1

  • S01 E23 - Overreactions and Meltdowns: Managing Emotions with ADHD with Dr. Lindsay Asawa

    S01 E23 - Overreactions and Meltdowns: Managing Emotions with ADHD with Dr. Lindsay Asawa

    Emotions can be difficult for anyone to manage, but they are especially overwhelming for the ADHD brain. Emotion dysregulation is a hidden symptom of ADHD that can have a big impact on families. What causes the overreactions and m...

    01:01:01
  • S01 E22 - Understanding SSI and Medicaid, SSDI and Medicare as well as Childhood Disability Benefits

    S01 E22 - Understanding SSI and Medicaid, SSDI and Medicare as well as Childhood Disability Benefits

    In this session, we will review SSI & Medicaid, SSDI & Medicare, and Childhood Disability Benefits. We will review when and how to apply, how to be prepared for your appointment, and how to maintain eligibility going forward. You ...

    01:01:33
  • S01 E21 - Vocational Rehabilitation (VR) Process At-A-Glance

    S01 E21 - Vocational Rehabilitation (VR) Process At-A-Glance

    This presentation will cover the Vocational Rehabilitation process found with Texas Workforce Solutions-Vocational Rehabilitation Services. Counselors will explain who they serve, what those services are, and how the process work...

    58:38
  • S01 E20 - College Planning for Families with Special Needs

    S01 E20 - College Planning for Families with Special Needs Explicit

    Looking for a college experience for your child with special needs? Michelle Morris, Special Needs Financial Planner, from Consolidated Planning Group, offers answers to families considering the best option for their student who i...

    57:21
  • S01 E19 - Understanding Community First Choice

    S01 E19 - Understanding Community First Choice

    As a parent of a child with special needs, you may be confused about Community First Choice (CFC). This webinar will address the CFC program that enables Texas Medicaid to provide the most cost-effective approach to basic attend...

    01:04:08