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    • Home
    • About
    • Meet Independent Brokers
    • Required Documents
  • Home
  • About
  • Meet Independent Brokers
  • Required Documents

Our Services

Support Brokerage Services

Self-Direction Education & Orientation

Self-Direction Education & Orientation

 We provide Support Brokerage services to children and adults participating in OPWDD Self-Direction. Our role is to educate, guide, and empower participants and their designees to successfully develop, implement, and manage their Self-Direction budgets while working toward person-centered goals. 

Self-Direction Education & Orientation

Self-Direction Education & Orientation

Self-Direction Education & Orientation

 We explain the Self-Direction model in clear, accessible language, including participant rights and responsibilities, available services, safeguards, and the roles of the Support Broker, Fiscal Intermediary, Care Manager, and Circle of Support. 

Budget Development & Planning

Self-Direction Education & Orientation

Budget Implementation & Monitoring

 We assist with the development of initial Self-Direction budgets and ongoing revisions, including identifying appropriate services, supports, and safeguards aligned with the Life Plan and valued outcomes. 

Budget Implementation & Monitoring

Budget Implementation & Monitoring

Budget Implementation & Monitoring

 We support participants and designees with understanding and using their approved budgets, monitoring expenditures, reviewing reports, and identifying when amendments or adjustments may be needed. 

Ongoing Coordination & Advocacy

Budget Implementation & Monitoring

Ongoing Coordination & Advocacy

 We collaborate with Care Managers, Fiscal Intermediaries, providers, and families to support continuity of services, address concerns, and ensure Self-Direction services remain person-centered and compliant. 

Flexible & Accessible Services

Budget Implementation & Monitoring

Ongoing Coordination & Advocacy

 -Services available to both children and adults
-Bilingual Spanish Support Brokers available
-Flexible scheduling, including evenings and weekends
-Services provided remotely or in accordance with participant needs
 

We are currently registered with multiple Fiscal Intermediaries, allowing us to support participants across a wide range of Self-Direction programs.

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