Quantum House is a Palm Beach nonprofit that provides a place to stay and a community of support for families whose children are receiving treatment for a serious medical condition. The Baratelli Institute is a practitioner-grade financial-decision library. This partnership puts the Institute’s tools alongside the Quantum House Family Financial Planning Workbook — built specifically for families navigating special-needs trust funding, Medicaid and SSI preservation, ABLE accounts, and the medical-expense deduction.
Each tool answers one question, runs the math on your numbers, and gives you the conversation framework to walk into a Florida special-needs attorney meeting prepared.
The companion PDF the tools point to — a step-by-step workbook covering the four tool topics plus attorney-engagement checklists, the grandparent-gifting memo, the beneficiary-audit template, and the annual review calendar.
Quantum House is a caring and supportive home that lessens the burden for families whose children are receiving treatment in Palm Beach County for a serious medical condition. Located near St. Mary’s Medical Center, it provides lodging, meals, and a community of support so families can focus on their child’s care.
A 501(c)(3) Palm Beach, Florida nonprofit.
A practitioner-grade financial-decision library — 120+ interactive calculators and 22 reference guides — built by Phil Baratelli, CPA, MBA. The Institute’s mission is mentoring at scale: the guides are how Phil would tell you to solve the problem in front of you if he were in the room.
All tools are free; co-branded versions are available to any aligned nonprofit.