How we work together

Simple, person-centered process

From the first intro call to ongoing support, each step is clear and documented so you always know what’s next.

1

Discovery (free)

15-minute intro call to understand your goals, answer questions, and outline the best next step for SDP.

2

Person-Centered Plan

Collaborative PCP session to map strengths, preferences, goals, and supports. You receive a clear summary ready for your spending plan.

3

Prepare & Attend

Agenda prep, notes, and meeting support for Regional Center discussions so your plan stays central.

4

Coordinate providers

When needed, I help you coordinate with providers and your FMS to keep services aligned with the PCP.

5

Check-ins

Follow-ups to ensure the plan is working, update goals, and make sure spending stays in sync.

Communication you can count on

Clear notes

After each meeting you get concise notes and next steps. No guesswork.

Prepared agendas

Agendas keep Regional Center conversations focused on your Person-Centered Plan.

Steady pacing

We move at a pace that respects your capacity while keeping required steps on track.

Respectful advocacy

I advocate for your choices while maintaining collaborative relationships with your team.