All Needs Planning

What All Needs Planning does

All Needs Planning is a United States-based, privately held financial planning and advisory firm headquartered in Richmond that serves families caring for loved ones with disabilities. The firm organizes its service offering around a care-protect-grow framework and addresses three intertwined needs for this segment: financial planning for disability care, caregiving coordination, and long-term decision-making support. Its primary documented product is the book 'Care, Protect, Grow,' released on May 12, 2026, which is co-authored by the company's co-founders and positioned as both an educational resource and a demand-generation asset targeting a market in which one in four families supports an individual with a disability and faces approximately 30% higher annual costs.

The firm operates with a headcount of 1-10 employees, was founded in 2024, and reaches its target audience through a sales-led, education-and-advocacy-driven go-to-market motion. Marketing channels center on the published book and a PR Newswire press release distribution, with broader engagement implied through special needs community advocacy and caregiver networks. Distribution is domestic, single-country, and delivered via direct client engagement rather than channel partners or platform-based delivery.

The business model is described as subscription/recurring revenue derived from advisory fees, with pricing not publicly disclosed and likely quote-based per engagement scope. The offering is service-led rather than software-led: no proprietary technology, integrations, applications, or API surface area are disclosed in the available sources. No funding rounds, partnerships, M&A activity, or regulatory actions are documented, and the company has not disclosed headcount composition, ownership structure, or revenue figures.

Name

All Needs Planning

Website

https://allneedsplanning.com

Company type

Private

Founded year

2024

Operating status

Operating

Headcount range

1–10 employees

Short description

All Needs Planning is a Richmond, US-based financial advisory firm that helps families caring for loved ones with disabilities navigate financial planning, caregiving, and long-term decision-making via its care-protect-grow framework.

Ownership category

akta.pro rank

Product category

Special Needs Financial Planning Services

NAICS

Services for the Elderly and Persons with Disabilities (624120), Other Individual and Family Services (624190)

SIC

Investment Advice (6282)

akta.pro primary industry

Benefits, Insurance & Entitlement Navigation (Medicare/Medicaid/VA/LTC) (HSABAIAG)

akta.pro secondary industry

Live-In Special Needs & Inclusive Childcare (HSAAAEAJ)

Keywords

• Special needs planning
• Disability financial planning
• Life planning services
• Caregiver advisory
• Family financial advisory

Headquarters

HQ city

Richmond

HQ country

United States

HQ region

North America

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Marketing or Sales, Operations, Others

Revenue model

1. Financial Planning Services: The company provides financial planning services to families caring for loved ones with disabilities. Revenue is derived from advising fees, likely consultation-based or retainer arrangements for comprehensive special needs planning including financial planning, caregiving guidance, and long-term decision-making support.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

All Needs Planning provides life-planning services for families caring for loved ones with disabilities, structured around a care-protect-grow framework. The firm delivers personalized financial planning, caregiving coordination guidance, and long-term decision-making support, anchored by the co-founders' published book 'Care, Protect, Grow' which doubles as an educational resource and credibility marker. Services are delivered directly to individual families through consultation-based advisory engagements.

Product overview

All Needs Planning is a financial planning and advisory firm focused on the special needs community. The company offers a single product—a book publication titled 'Care, Protect, Grow'—alongside broader educational and advocacy services for families supporting individuals with disabilities. The offering is centered on guidance for financial planning, caregiving strategies, and long-term decision-making rather than a traditional software platform.

Differentiator

Problem solved

Functional benefit

Products and services

• Special Needs Financial Planning Services Personalized financial planning, caregiving guidance, and long-term decision-making support delivered directly to families caring for loved ones with disabilities, structured around a care-protect-grow framework. Intended for U.S. households navigating higher-than-average disability-related costs and systemic planning barriers.
• Care, Protect, Grow (book) Published book co-authored by the firm's co-founders that provides guidance on financial planning, caregiving strategies, and long-term decision-making for families of individuals with disabilities. Serves as an educational resource for prospective clients and a credibility-building offering for the firm.

Quantifiable outcome

• One in four families supports an individual with a disability and faces approximately 30% higher annual costs

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators2 records

Recent moves3 records

Expansion highlights3 records

Others

• The Arc: A national advocacy organization for people with intellectual and developmental disabilities. Comparable because it serves the same special needs families All Needs Planning targets, but as an advocacy and resource organization rather than a financial planning firm.
• ABLE National Resource Center: A national resource hub for ABLE accounts, which are tax-advantaged savings accounts for individuals with disabilities. Related ecosystem player that All Needs Planning clients would likely engage with; comparable only as an adjacent enablement resource.

Direct peers

• Special Needs Alliance: A national network of attorneys and planners dedicated to disability, special needs, and elder law planning. Highly comparable to All Needs Planning because it serves the same special needs planning buyer with integrated financial and care-planning guidance, though it operates as a referral network rather than a single advisory firm.

Broad incumbents

• Prudential Special Needs Planning: Prudential offers special needs planning programs through financial professionals, addressing similar financial, care, and long-term decision-making needs for families of individuals with disabilities. A broad incumbent competing for the same niche client base.
• MassMutual SpecialCare: MassMutual's SpecialCare program provides special needs financial planning through financial professionals for families of individuals with disabilities. It is a broader incumbent that offers overlapping capabilities within a much larger insurance and wealth management portfolio.
• MetLife Special Needs Planning: MetLife offers special needs planning resources and advisors as part of its broader insurance and benefits portfolio. Comparable as a large incumbent that addresses the same planning needs through a wider product suite.
• Fidelity Special Needs Services: Fidelity provides special needs planning guidance, ABLE account resources, and advisor referrals for families of individuals with disabilities. A broad incumbent whose special needs offerings overlap with All Needs Planning's value proposition.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat2 records

Key risks5 records

Key highlights4 records

Customer concentration

• LinkedInlinkedin.com/company/all-needs-planning

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about All Needs Planning