Clover Leaf Wealth Strategies

Financial Planning
Published On: March 25, 2021

Clover Leaf Wealth Strategies

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Cortney Heykoop has been in the banking and financial services industry since 1999. Cortney graduated from The Catholic University of American in 1998 with a degree in International Economics and Finance. While spending most of her career in finance, she previously owned and operated Heykoop Photography for a handful of years when her children were young. This highly successful entrepreneurial endeavor gave her the confidence and experience to take on larger pursuits. After reentering the finance world in 2015, Cortney dreamed of stepping out on her own as an independent financial advisor.
In September of 2018, she opened the doors of Clover Leaf Wealth Strategies.
Cortney focuses on financial planning for families in Loudoun County Virginia with a passion for the special needs community. This passion grew after adopting a special needs child 14 years ago. With the arrival of her daughter she experienced first hand, the isolation and lack of support parents feel as they struggle with daily challenges and complex issues. The importance of a trusted advisor has never been more evident. Cortney works daily to be that trusted advisor and a resource for the families she works with in the community.

https://www.cloverleafwealth.com

7038449822

cortney@cloverleafwealth.com

43177 Nikos StrnLeesburg VA 20176

20176

Frequently Asked Questions

Transition POINTS (Providing Opportunities, Information, Networking and Transition Support) affords people with disabilities, parents, siblings and other caregivers the information they need to make decisions at key points across the lifespan. It includes guidebooks, resource materials, webinars, and workshops on the topics of early intervention, education, transition, employment, housing, and aging with a disability.

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When people with disabilities and their families have questions, we are happy to help them locate services, navigate challenging situations, and share helpful tips. Our online Ask the Arc portal will give you an automated reply with helpful information and a member of our expert staff team will personally follow up to help you find what you need. You can attend a free workshop or webinar, visit our Resource Library to find handouts and resource guides, or visit our YouTube channel to watch recorded webinars.

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We track legislation that affects the disability community, provide comments and testimony, and represent the needs of people with DD on workgroups and commissions to protect your rights and funding.  Annually we organize a large group of concerned advocates to go to Richmond for a statewide DD Advocacy Day with members of our General Assembly.

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Our self-advocacy program is People First, and it works in conjunction with a chapter of Toastmasters, a public speaking club. Transition-age advocates can join us at People First for Young Adults. We welcome self-advocates of all abilities to join us at one of these monthly meetings to meet friends, become informed on advocacy needs, and improve their public speaking skills.

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Our Special Needs Trust exists to assist people with disabilities and their families in saving money for the future without losing public benefits, like Medicaid and Social Security that have strict asset caps. The funds invested in the trust will be used to provide security, support, services, and medical care or other supplemental needs not covered by benefits or insurance. This opportunity is available to anyone determined to have a disability by Social Security.

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Our award-winning Tech for Independent Living program develops and promotes customizable lesson plans on our newly-developed app Arc2Independence. These tools and related training events help promote independence in the community.

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