As your
Self-Direction Broker I will:
Self-Direction Broker I will:
Ongoing Support & Monitoring:
I’ll help adjust your budget and services as your needs change and can also assist with submitting invoices for reimbursement
Providing Education & Training:
Offering education & technical assistance to you and your Circle of Support to ensure the SD Budget is implemented in accordance with standards
Coordinating Services & Activities:
Helping you connect with class providers, respite/ComHab programs, activities, and memberships that match your unique needs and interests
Finding & Hiring Staff:
Assisting with recruiting, hiring, and training self-hired staff to ensure they are a great fit for your needs
Assisting with Budget Development:
Helping to create and manage a Self-Direction budget that aligns with your needs and goals
From the initial stages of understanding the program to managing it effectively
Guiding through Self-Direction:
The Self-Direction steps
Submitting Start-Up Papers – I’ll guide you through the paperwork to get everything set up
Building Your Budget – Together, we’ll create a budget that aligns with your needs, covering staff, activities, and other supports
Choosing a Fiscal Intermediary (FI) – We’ll select FI that best fits your needs and makes the process smoother
Getting to know you – I’ll learn about your goals, interests & what supports will help you thrive
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Connecting You to Activities & Memberships – I’ll assist in finding classes, programs, and memberships that match your interests
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Hiring & Managing Staff – Once your budget is approved, I’ll help you find, train, and schedule self-hired staff
Ongoing Support & Adjustments – Your plan is flexible! I’ll help make updates as your needs evolve
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What services can be included in my budget?
How do I start with Self-Direction?
How long does it take to get my budget approved?
Can I switch brokers if I already have one?
Mon - Thu 9:00 AM - 7:00 PM
Fri 9:00 AM - 2:00 PM
Fri 9:00 AM - 2:00 PM
Contact me