Early in her career, Minoti focused on the financial planning needs of affluent families and business owners. Though passionate about her work and clients, she couldn’t help but feel something was missing.
In 1989, within the span of just a few months, she had the opportunity to work with three families who had children with special needs. With a family member herself who has special needs, Minoti felt it was a sign that serving these families was her true calling.
Over the years, she developed extensive knowledge of the government rules and regulations, legal considerations, and financial needs surrounding individuals with special needs. Special needs planning became a central focus of her career, and Minoti became nationally recognized for her work with families navigating these unique challenges.
Minoti is a CERTIFIED FINANCIAL PLANNER™ professional, a Chartered Special Needs Consultant, and holds an MBA in Finance. She is nationally recognized for her work with families who have loved ones with special needs and is the author of two books as well as numerous articles on special needs planning.
Throughout her career, Minoti has consulted with more than 2,200 families nationwide and presented more than 350 educational workshops.
She has also served organizations dedicated to supporting individuals with special needs. She currently serves on the board of the Living and Learning Enrichment Center and has previously served with New Horizons Rehabilitation Services, Community Opportunity Center, and FAR Therapeutic Arts and Recreation.
Today, Minoti is retired from her financial planning practice, but she is not retiring from the work that became her passion.
Through Special Needs Guidance, she is continuing to educate families, answer questions, and help them understand the many pieces of special needs planning and how they fit together.
