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Our Story

Peace of mind, one plan at a time — for families caring for a loved one with a disability.

Why We Exist

Answering the “What Ifs” that keep parents awake at night

Every parent of a child with a disability carries the same question: What happens when I am no longer here to do this? Who will manage the benefits, the finances, the doctors, the daily decisions — and hold it all together the way you do now?

GENplanning was created to answer that question. We help you become “the future you” for your adult child — building a durable, coordinated plan so that the care, benefits, and financial security you provide today continue for a lifetime.

A parent and adult child reviewing their plan together at home
What GEN Means

Government. Economic. Neighborhood.


Disability planning fails when these three worlds work in isolation. GENplanning brings them into a single, coordinated plan.

G

Government

SSI, SSDI, Medicaid, Medicare, and waiver programs are the foundation of lifelong support — but they are complex and easy to jeopardize. We help you establish and protect the benefits your loved one is entitled to.

E

Economic

Special Needs Trusts, ABLE accounts, earned income, and holistic financial planning work together so your family's resources are preserved and allocated wisely across your loved one's lifetime.

N

Neighborhood

Physicians, educators, vocational staff, care managers, attorneys, and community agencies all play a role. We coordinate them around one shared plan so nothing falls through the cracks.

Our Vision

Be a family, not a bookkeeper.


GENplanning unites Leahy Life Plan and GVA Wealth — joining deep special-needs advocacy with holistic wealth management. Together we take on the coordination, the paperwork, and the benefit strategy, so you can spend your energy where it matters most: being present for your loved one.

Meet the team behind your plan

Get to know the advocates and advisors dedicated to your family's future.

Our Team Get in Touch
Let's Talk

Peace of mind, one plan at a time.

Reach out for a complimentary conversation and discover how a coordinated plan can help your family focus on what matters most — not the paperwork.

Get in Touch