Financial & Life Planning Resources
Planning for the future—financially and practically—can reduce stress and increase stability over time. On this page, you will find professionals and tools that address benefits navigation, special needs planning, budgeting, and long-term life planning. These resources are here to support thoughtful decision-making for both current and future needs.
Financial & Life Planning Directory
Commonwealth Community Trust
Eli's Village
All Needs Planning
Family Lifeline
Alzheimer's Association
Home Helpers Home Care of Richmond
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New Agenda Life Coaching
Think College
Emergency Planning
Inclusive Emergency Preparedness (Red Cross)
CCT
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Information: Commonwealth Community Trust is a nonprofit that administers pooled special needs trusts nationwide, helping people with disabilities protect eligibility for means-tested benefits while managing funds for their long-term needs and quality of life.
EV
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Website: https://www.elisvillage.com/
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Information: Eli’s Village offers life planning, care coordination, and advocacy for individuals with disabilities and their families, integrating legal, financial, and support planning to create comprehensive, person-centered roadmaps across the lifespan.
ANP
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Website: https://allneedsplanning.com/
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Information: All Needs Planning is a financial planning firm focused on special needs and disability-related planning, helping families design strategies around benefits, special needs trusts, and long-term security for their loved ones.
FL
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Website: https://www.familylifeline.org/
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Information: Family Lifeline is a Richmond-area nonprofit that strengthens families and individuals across the lifespan through home visiting, health and wellness services, and community-based support focused on stability and resilience.
AA
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Website: https://www.alz.org/grva
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Information: The Greater Richmond Chapter of the Alzheimer’s Association provides education, support groups, a helpline, and care consultation for people living with dementia and their caregivers, along with advocacy and research support.
HH
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Website: https://www.alz.org/grva
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Information: The Greater Richmond Chapter of the Alzheimer’s Association provides education, support groups, a helpline, and care consultation for people living with dementia and their caregivers, along with advocacy and research support.
NALC
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Website: https://newagendacoaching.com/
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Information: New Agenda provides life coaching tailored to neurodivergent adults and those with disabilities, supporting clients in building executive functioning, self-advocacy, and life skills to work toward their personal goals.
TC
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Website: https://thinkcollege.net/
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Information: Think College is a national hub for information on inclusive postsecondary education, offering research, program directories, and tools to help students with intellectual disability and their families explore college options and supports.
EP
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Website: https://www.ready.gov/plan-form
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Information: Ready.gov’s family emergency plan form helps households create written plans for communication, meeting places, and critical information so they can respond more effectively in a crisis.
IEP
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Information: The Red Cross inclusive preparedness resources provide guidance and tools to help people with disabilities and access needs prepare for emergencies, covering planning, supplies, and communication considerations.