Financial Planning

Generate a personalized financial blueprint.

Estimate allocations, legal steps, and eligibility-sensitive planning for your household income.

Blueprint Ready

Minutes

Fast allocations tuned to SSI/Medicaid rules.

Guided

SpecialtyAI

Ask questions and refine live.

Downloadable

PDF

Print and share with your advisors.

Legal Focus

SNT + ABLE

Keeps key steps front and center.

Generate Map

Enter household income

Tip: After the map is created, ask follow-up questions in the assistant below to refine or scenario-test.

Planning Assistant

Ask, refine, and get guidance

Live
Hello. I am your SpecialtyAI financial guide. How can I help you plan for your child's future today?