Welcome to GENPLANNING
Peace of mind, one plan at a time.
We help you secure the future of your loved ones with guidance, passion, and care — coordinating disability benefits and financial planning so you can focus on family, not paperwork.
Ready to build peace of mind for your family?
Get StartedLong-term disability planning that empowers families to set meaningful, achievable goals for the future.
Together, we thoughtfully explore your disability plan options — including living arrangements, employment with or without support, and the complex federal and state benefit systems.
We align financial advisors, special needs estate attorneys, special education professionals, and governmental and community agencies to maximize the disability benefits and quality of life available to your family and your loved one with a disability. We believe a comprehensive, customized financial and benefits roadmap is essential to ensuring loved ones are cared for throughout their lives.
Read Our StoryGovernment. Economic. Neighborhood.
GENplanning connects three worlds that rarely talk to each other — so your family has one coordinated plan instead of a pile of paperwork.
Government
We help you establish, strategize, and navigate SSI, SSDI, Medicaid, Medicare, and waiver programs — maximizing the benefits your family is entitled to at every stage of life.
Economic
From Special Needs Trusts and ABLE accounts to earned income and holistic financial planning, we build a long-term roadmap for how assets are allocated throughout your loved one's life.
Neighborhood
We coordinate the community and care supports around your family — physicians, vocational staff, care managers, legal teams, and providers — so everyone is working from the same plan.
Everything your family needs, in one place
A living record you control — coordinating benefits, finances, providers, and daily care so your family can focus on living.
Everything Safe & Secure
A secure home for documents, notes, providers, dates, medications, and diagnosis information.
Impact Daily Life
We understand your needs and situation deeply, providing help and support now and in the future.
Full View of Budgets & Benefits
A clear understanding of needs, budgeting, waivers, service eligibility, and benefits.
Holistic Financial Planning
A long-term life care roadmap, with and without parental support.
Comprehensive Services
Your care plan, waivers, financial roadmap, providers, and family — all in one place.
The Life Care Plan
A living record, controlled by you as the parent or caregiver, that brings every part of your loved one's care together in one coordinated plan.
Get in TouchAdvocates who understand — personally and professionally
GENplanning unites Leahy Life Plan and GVA Wealth — combining decades of special-needs advocacy with holistic wealth management.
