Navigating the Financial Steps to Your Child’s Forever Home with John Gallia CFP®, ChSNC®

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Episode Description:

In this episode, we dive into the vital first steps every parent should take when thinking about a "forever home" for their child with disabilities. If you’ve ever felt overwhelmed by all the options or unsure where to start, you’re not alone. This conversation will guide you through the initial phase of envisioning your child's future from a financial perspective. 

 

John J. Gallia, CFP®, ChSNC®, is a seasoned financial advisor and the founder of Gallia Wealth Management Group, LLC, an independent financial planning practice he established in 2015. With both a Master’s and Bachelor’s degree from Lindenwood University, John has built a strong foundation of expertise, having earned his Certified Financial Planner (CFP®) designation in 2010. Motivated by a close family connection to the special needs community, he obtained his Chartered Special Needs Consultant (ChSNC®) designation in 2024. This specialization enables him to provide dedicated guidance to families navigating special needs planning across the U.S.

John has two sons, his eldest son is on the Autism spectrum. 

Highlights:

- John’s story as a special needs dad

- A brief look at trusts, government programs

- How John and your host have given back to the special needs community - Easter bunny event and AAC Camp Alberta (Augmentative and Alternative Communication)

- What to be mindful of when choosing a financial planner – do they have a Chartered Special Needs Consultant designation

- Why starting financial planning early matters more than you might think.

 

Whether you're just beginning to think about the future or are ready to take action, this episode will give you encouragement, insights, and a reminder that you're not walking this road alone.

 

ANNOUNCEMENT: 

John will be back to share more in-depth information – watch for his episode at the end of next month!!!

 

If you found this episode helpful, please subscribe and leave a review! It helps other families like yours find support and guidance. Help us spread the word!

Connect with John Gallia:

https://galliawealthmanagement.com/

https://www.linkedin.com/in/john-j-gallia-jr-cfp%C2%AE-chsnc%C2%AE-55263734/

 

Connect with me:  

[e-mail] 

Music Acknowledgement: Audio Coffee - Denys Kyshchuk

Editor: Scott Arbeau

Link for book: The S.H.I.N.E. Principle: The special needs mom's path to strength, hope and happiness by Valerie Arbeau

https://www.amazon.ca/dp/B0CW18ZXGX (Canada)

https://a.co/d/03hFdZI4 (United States)

 

Learn more about your host at:
https://coachingwithvalerieanne.com/