Our History

In 2013, we found that families felt lost trying to navigate the legal, financial, and government benefits programs available for people with a disability. We realized there was no comprehensive resource in the Northwest focusing on the financial concerns of special needs families.

We wanted to create an easier way for families to identify and decide which of the existing programs would positively impact their loved one’s life. Palladio Consulting LLC was created to change the way families think about planning for their loved one’s future care needs.

Mission

Our mission is to positively impact the lives of people with disabilities and their families by providing special needs financial planning services and helping families create tailored special needs financial plans.

Vision

Our vision is to become a leading financial services provider to help people with disabilities and their families reach their full potential of inclusion, independence, and possibility.

 

Meet Your Team

 
 

Connor W. Kavanaugh, CTFA, ChSNC
Managing Partner and Special Needs Planner
(503) 928-3851
connor@palladioplanning.com

 

Chris Perez
Director of Operations
(503) 928-4957
chris@palladioplanning.com

 
 
 

Our Planning Process

 
 

Discovery

  • Discuss Immediate Area of Concern

  • Realize Family Vision and Goals

  • Understand Current Benefits, Support System of Individual

 
 
 

Special Needs Financial Plan

Present Special Needs Financial Planning Recommendations:

 
 
 

Implementation and Action

  • Review Comprehensive Strategy

  • Set Timely Action Plan

  • Deliver Client Documents and Written Recommendations

  • Coordinate with family’s Attorney, CPA, Case Worker/ Personal Agent and other professionals

 
 
 

Client Review

  • Review and Update Family Vision and Goals

  • Review and Update Planning Strategy

  • Make Appropriate Changes to the Special Needs Financial Plan