Our Team

Meet Our Team!

We are a team of special needs moms that knew there had to be a better way. 

Focused on providing better solutions to our own families became a mission to serve families just like ours. 

Our kids deserve a life where they are empowered to live their best lives, to the best of their abilities, with support provided when necessary.

We deserve a village of compassionate experts, providing planning and support when we need it. 

We came together to forge a lifetime of brighter tomorrows – for our own kids, for your kids, and for families everywhere.

Kristin Carleton

Chief Executive Officer

Before co-founding All Needs Planning, Kristin spent over three years as Vice President of Financial Planning and Investments at James River Wealth Advisors in Midlothian, Virginia. She was also a founder and director of the special needs planning organization Eli’s Village in Richmond, Virginia. Before that, Kristin worked extensively in the financial services field as both an advisor and a Registered Client Service Assistant, among other roles. She has dedicated her life to building plans to help ensure that every family, regardless of their situation, can enjoy fulfilling and capable lives.

Mary McDirmid

Chief operations officer

Before helping found All Needs Planning, Mary spent two years as a managing director for the financial firm, MassMutual Northwest in Seattle, Washington. Before that, and for three years concurrently, she ran her own Special Needs Financial Planning firm. In addition to her leadership role at the Special Abilities Network, Mary is also a volunteer advocate for children with rare diseases, and the parent of a special needs child.

Dr. Kathy Matthews

Chief clinical officer

Dr. Matthews brings both her personal experience as a special needs mom and her professional credentials as a clinician, educator, advocate, and administrator to All Needs Planning. She is committed to helping families live better lives today and prepare for better lives tomorrow. Dr. Matthews’ ability to develop plans tailored to the care needs of every member of the family is what makes the work she does so exceptional.