Kristin Carleton
As the founding member of Your Home Haven, Kristin Carleton is an experienced special needs planner and mother of a child with special needs. Kristin helps families figure out how their home purchase fits into their overall financial, legal, and long-term support plan for their individual with a disability. From helping navigate government benefits, looking at legal and trust aspects, to tax strategies involved in a purchase, remodel, or new construction, I can help families understand the big picture - and make sure their home is integrated into their future planning.
Kristin Carleton is the CEO of All Needs Planning, a full service special needs planning firm. Her journey in special needs planning began when her son received his diagnosis when she was 19 weeks pregnant. Recognizing the complex challenges faced by caregivers, Kristin and her partners Mary, and Kathy founded All Needs Planning. They are committed to easing the burden and securing the futures of families with special needs.
Kristin is passionate about serving the community. She is an active member of the boards of GRASP and Gateway Homes. Recently, the Senate of Virginia appointed her to the Commonwealth Savers Board, where she will help expand post-secondary opportunities for individuals with disabilities.
Kristin’s commitment to effecting change is evident from her involvement in various initiatives. She is a graduate of Partners in Policymaking, run by the Virginia Board for People with Disabilities, and Virginia Leadership in Education for Neurodevelopmental Disabilities (VA-Lend). She is also a member of the Financial Planners Association and the Academy for Special Needs Planners.
Kristin believes in a holistic approach to creating positive change. She focuses on providing customized support to families while also advocating for policy changes at the local, state, and national levels. Her passion and dedication make her a trusted advocate for families with special needs.
Investment Advisory Services offered through Sound Income Strategies, LLC, an SEC Registered Investment Advisory Firm. All Needs Planning, LLC and Sound Income Strategies, LLC are not associated entities www.sec.gov