Special Needs Planning for Individuals with Disabilities and Their Families
You don’t have to do this alone
I help individuals with disabilities and their families get organized, understand their options, and plan ahead — one step at a time.
Together, we work to:
- Track important life milestones
- Organize benefits and services
- Clarify goals and priorities
- Bring structure to finances
- Plan intentionally for the future
It’s easy to stay focused on the day-to-day and put off planning for later — especially when life already feels full. My role is to help you slow things down, organize what matters, and turn uncertainty into a clear, workable plan that fits your family.
Learn more about Brian Johnson
Pathway Planner™ is a structured planning system that helps families organize information, understand options, and make confident decisions over time.
Pathway Planner™ Benefits
- Everything in one coordinated system
- Milestones visualized and trackable
- Financial planning integrated with benefits and eligibility
- Family knowledge captured in Letter of Intent
- Confident decision-making across all life stages
Result: A clear roadmap, practical tools, and confidence that decisions today support your loved one’s future.
Why Families Choose Pathway Planner™
Families often receive pieces of information – services here, benefits there, financial guidance elsewhere. Pathway Planner™ brings it all together in a coordinated system so families can make decisions with confidence, not confusion.
- Whole-Life Scope – Planning goes beyond finances or services in isolation. Support is organized across 7 Core Areas to ensure nothing is overlooked.
- Structured, Easy-to-Follow Process – Families receive practical tools, including a personalized planning checklist and a coordinated Letter of Intent (fill-able PDF), turning overwhelming choices into a clear, step-by-step plan.
- Benefit Integration – A review of 48 eligibility points helps families move from reacting to being prepared, with a clear understanding of where they stand across programs before challenges arise.
- Retirement & Long-Term View – While many planners focus only on trusts or current benefits, this approach models retirement scenarios and long-term stability for individuals with disabilities.
- Single Point of Contact – Families gain a central, organized view of their planning needs, making it clear when and how to connect with the right professionals.
- CDCS Eligible – Services are often eligible for funding under Consumer-Directed Community Supports (CDCS), Training and Education for Paid and Unpaid Caregivers or Training and Education for the Person.
Get Started Today – Schedule a free consultation to see how a step-by-step plan that connects services, benefits, and financial planning can support your family.
Pathway Planner™ Tools & Services
- “What to Plan For” Review: evaluates current status across all core life areas.
- Personalized Checklist: Tracks planning steps across 7 core areas (healthcare, education, vocation/employment, housing/independent living, community/lifestyle, benefits/supports, financial management/retirement).
- Letter of Intent (fillable PDF): Captures family knowledge, goals, and preferences for organization and sharing.
- 48-Point Benefits Eligibility Review: Clarifies how benefits interact with work, income, and services.
- Budget and Money Tracker: Tracks income, expenses, savings, ABLE account, trusts, debt, and projections. Links financial decisions to benefits and future planning.
- Retirement Estimate Review: Projects long-term financial outcomes and connects them to planning decisions.
The path to your goals begins now. Let’s take the first step together — book your free consultation today!
Awesome Results
Client Testimonials
Lori Johnson
Working with Brian was an incredible experience! Before consultation, I wasn’t sure what I needed to know, but Brian’s patience and respect made the process seamless. He met me at my level of understanding, leading me through financial analysis with clarity and expertise. For the first time, I truly grasped how and where I spend my money, and the future projections gave me invaluable insights into securing my financial future. Brian and Clarity Consulting far exceeded my expectations!
Tricia Brisbine
After 13 years of professional experience helping families navigate disability systems, I believed I knew how to plan for Charlie’s future. Brian’s program helped me identify gaps and misunderstandings I hadn’t previously recognized. Through his process, I developed an individualized tool that removes the guesswork from planning for Charlie’s ever-changing needs and understanding how service eligibility may be impacted over time.
This program was well worth the cost and will save our family far more than we invested. Having Brian’s tools in my toolbox has also significantly reduced the stress and uncertainty I carried around future planning. I would highly recommend Brian’s program to any family raising a child with special needs, regardless of the individual’s abilities. Thanks so much!
Colleen Miller
Brian has been a wonderful source of knowledge that has helped me immensely in dealing with the financial responsibilities and requirements for my granddaughter. His website (thespecialneedsplan.com) is a one-stop place to get information on a wide range of resources to support kids and adults with disabilities. He does extensive research for the questions I have and is able to root out answers that are almost impossible to find. His knowledge base is extensive and he’s able to explain the information so it’s easy to understand and implement. I truly appreciate Brian’s help and insight.
Inspired by these results? Let’s explore how I can support your goals. Schedule your free consultation today!
Begin Today
Services
Gain the clarity and framework you need to make informed choices and move forward with confidence in three essential areas.
Disability Benefits & Life Planning
While planning for individuals with disabilities can feel overwhelming, you don’t have to do it alone. I’ll guide you through the process and help you create a clear, customized plan for your family’s unique situation.
Financial Organization & Guidance
Feeling overwhelmed by debt, budgeting challenges, or saving for the future? Take control of your money and your future. I’ll help you turn financial stress into a clear, confident plan tailored to your goals and lifestyle.
Future & Retirement Planning
Wondering if you’re on track for retirement? I’ll help you understand your current financial position and work with you to create a clear, personalized plan that moves you forward with confidence.
Your goals don’t wait — why should you? Schedule your free consultation today!
Take the next step with confidence
Start your planning journey today
Together we’ll clarify where you stand today and build a step-by-step plan to move forward with confidence and purpose.