Chantel the Broker Terms of Use January 1st, 2023 Last Updated: January 1st , 2024 Welcome to Chantelthebroker.com! We take your privacy seriously. Please visit https://www.chantelthebroker.com/privacy-policy to review our privacy policy. By accessing and using our website, you agree to comply with and be bound by the following terms and conditions of use. If you do not agree with any part of these terms, please do not use our website. No Warranty: Chantelthebroker.com is provided on an "as is" and "as available" basis. While we strive to provide accurate and up-to-date information, we make no representations or warranties of any kind, express or implied, about the completeness, accuracy, reliability, suitability, or availability of the website or the information, products, services, or related graphics contained on the website for any purpose. Use Restriction: You agree not to use Chantelthebroker.com for any unlawful purpose or in any way that could damage the website or impair the experience of other users. You also agree not to attempt to gain unauthorized access to any part of the website. Email Address: By providing your email address, you consent to receive communications from us, including but not limited to newsletters, updates, and promotional materials. You may opt-out of these communications at any time by following the instructions in the emails. Linked Sites: Our website may contain links to external websites. These links are provided for your convenience to provide further information. However, we have no control over the nature, content, and availability of those sites. The inclusion of any links does not necessarily imply a recommendation or endorsement of the views expressed within them. Text Messages: By providing your phone number, you consent to receive text messages from us, including informational and promotional messages. Standard text message rates may apply. You may opt-out of these messages by replying "STOP" to any text message you receive from us. Opting Out: If you no longer wish to use our website or receive communications from us, you may opt-out by contacting us at Chantelthebroker@protonmail.com. We will promptly process your request in accordance with applicable privacy laws. These terms are subject to change without notice. It is your responsibility to review these terms periodically for updates. If you have any questions or concerns about these terms, please contact us at chantelthebroker@protonmail.com . Thank you for using www.chantelthebroker @protonmail.com">www.chantelthebroker @protonmail.com!

Welcome to the Power Broker University Finally, everything you need to know about becoming a great broker and building an independent broker business, all in one place. For anyone, from beginners to experienced brokers Become a Better Broker. Make More Money. Build Your Broker Business. You can get a proven system, become more organized, grow your income and embark upon the journey of entrepreneurship if you follow my blueprint! GET STARTED FOR LESS THAN A $1.75 A DAY Become a Better Broker. Make More Money. Build Your Broker Business. You can get a proven system, become more organized, grow your income and embark upon the journey of entrepreneurship if you follow my blueprint! GET STARTED FOR LESS THAN A $1.75 A DAY YOUR FIRST STEP DOESN'T HAVE TO BE HARD They Say The First Step of Anything Is The Hardest, But What If That Didn't Have To Be True For You? As An Independent OPWDD Broker, I've Built A Successful Business and Learned Many Lessons Along The Way. And I Want To Teach You How You Can Do It Too! I was in the same situation as you! 7 years ago I became my son's broker to save that $2400 in his budget. But what I didn't anticipate was all the mistakes I would make. Although working my way through the OPWDD maze on my own wasn't the easiest thing to do – I managed to overcome the confusion of CNBAs, managing the differing FI guidelines, submitting invoices, and of course my insecurities–yeah I had those too! After submitting my first few budgets, and educating myself, I started really focusing on not just being a broker but building my broker business and taking full control of being independent. And now my broker business is successfully supporting my family. ~ Chantel the Broker LET ME HELP YOU FOR LESS THAN A $1.75 A DAY Finding Clients, Building Great Budgets, and Making Enough To Financially Support You and Your Family Doesn’t Have To Be Tough! (But learning how to do it successfully won't cost you a fortune!) WHEN IT COMES TO BEING A BROKER, DO YOU FACE ANY OF THE FOLLOWING CHALLENGES? 😕Finding, getting and keeping clients 😕Creating a person-centered profile or plan 😕Completing CNBAs 😕Understanding Housing 😕Submitting budgets correctly 😕Finding Resources and support for your individual(s) 😕Fearful that you won't be prepared for your client's needs? 😕You want to do better, but you aren't sure where to start. And so much more challenges... Just Like Me, You Can Learn How To Take Control Of Being A Broker Instead Of Letting Being A Broker Control You! You Need Direction, A Blueprint, You Need A Plan That Will Set Your Broker Business And Your Finances Straight For Years To Come. YES I'M READY TO BECOME A POWER BROKER! If So, You're In The Right Place! The CTB Broker System Will Help You Reduce Broker Stres and Take Control Over Your Broker Business! Stepping forward with a strategy to give other brokers the inspiration, education, and resources that they need to become secure in being a broker. We aim to create brokers that are both really helping individuals and building strong businesses and slaying budgets and insecurities! CLIENT MANAGEMENT Gain an understanding of your clients by implementing forms and systems that allow you to take control of your client management! Read More Adam Caar Use this space to introduce yourself and share your professional history. Read More ENTREPRENEURSHIP Empowering Brokers to increase their financial reach by becoming self-motivated and successful Broker entrepreneurs. Read More By Joining My Power Broker University you will gain access to proven ways other brokers have managed to change their life. Here are some benefits of joining us on a journey to successful entrepreneurship as a broker ! Access to online courses (more courses to be added regularly). Once a month – you get to interact with me directly and get all your questions answered during the session. If there’s anything that is impacting your broker business, ask away when we are live! These sessions are the real deal! The masterclass sessions bring so much value to the table. Once a month you will learn practical strategies from me and coming soon I'll be joined by some of the best-experienced brokers! I WANT TO MAKE SURE YOU DON’T MISS ANY ASPECT OF YOUR LEARNING! Therefore, the different courses offered in CTB Power Broker University cover a wide variety of topics. Some of these topics are: ✔️Budget Mastery ✔️Life Plan Improvement & Management ✔️Email Management ✔️Client Management and Organization. ✔️How to Start and Run a Successful Business ✔️+ So Much More! The Power Broker University coursework can be worked on at your own pace an d I'll be here to coach you no matter what level of your broker life journey you’re in right now. Remember that this is not a sprint, it's a marathon! YES I'M READY TO BECOME A POWER BROKER! MAKE A CHOICE TO BECOME A BETTER BROKER AND CHANGE YOUR LIFE When it’s all said and done, you have to make a choice: st ay where you are or move to the next level. I definitely want to help you move to the next level. I want to walk you through the process of building a real business. It’s an easy step, but it’s not always a simple choice. I hope you make the decision that will change your life. The decision is yours to make. Go ahead, ask yourself! What do you want for your future? Is it a life of fulfillment and freedom? I understand that mastering OPWDD and budgets sounds like a lot to handle. And if you are like most new brokers, chances are that no one ever sat you down and talked to you about these things – they teach you how to complete the budgets but not how to be a broker. And that's okay. But it's about time you start working on things before it’s too late! Join my mentorship community and learn how to create the life of your dreams by being a broker! See you on the inside. ~ Chantel YES I'M READY TO BECOME A POWER BROKER! Power University "Pays for Itself" Guarantee If Power Broker University doesn't pay for itself in your business, I'll work with you until it does

LET’S WORK TOGETHER! Want to collaborate on an upcoming event or project? Fill out the form below for details on my rates and current availability! Speaking Requests Media Requests Show Questions First name Last name Email Code Select Phone BUSINESS OR ORGANIZATION WHAT'S YOUR BUDGET? DESCRIBE THE EVENT. (DATE, DEADLINE, LOCATION(S), TIME.) Register Now Thanks for registering!

Thank you for your referral! Referring a Transfer Client? I have a simple two-step process. Unfortunately, I am not currently accepting housing cases. But if the case doesn't involve housing, follow the steps below to start the process for your participant. Feel free to reach out if you have any questions! Send Email STEP 1 Refer Only If You Have the Following For the Individual ... Approved Budget Most current approved budget and any amendments in progress DDP2 Must be completed with scores Year To Date Expense Report The most current monthly budget summary highlighting what's been used and what's left. CR-4 Used to verify individuals demographic information. FI or Broker Termination Form Must be signed by the participant/designee, old broker and Fiscal Intermediary as needed. Staff Action Plan If Community Habilitation service is in the budget ***Additional documents will be requested once I accept the case STEP 2 Have all the necessary documents? If you have all the required documents mentioned above, that's great news! Please send me an email that contains the first name of the participant, their parent's name, their county/borough, and phone number. Also, make sure to include the designee in the email. After receiving your email, I'll respond to it, and the designee can decide on a suitable time for us to connect and get to know each other. This way, we can determine if we're a good match and move forward accordingly. Send Email Now What Parents Say “...Chantel has been an invaluable resource for me and my family. Her expertise and support have helped us navigate the complex world of self direction with ease.” - Sarah, Riverdale

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Blog Chantel's Blog All Posts Budget Tips Fiscal Intermediary (FI) Staff Tips Apps How To Search Chantel Paige Jun 6 2 min How to Use Xylitol for Your Child's Dental Health (Especially if They Hate Brushing!) Rated 5 out of 5 stars. (1) Hey there! If you’re reading this, you’re probably in the same boat I once found myself in, trying to figure out how to keep your child’s... 28 views 1 comment 6 likes. Post not marked as liked 6 Chantel Paige Jul 4, 2020 3 min FI Fringe Rates and Your Budget: What You Need to Know Rated 5 out of 5 stars. (1) Ever wonder what the heck an FI Fringe rate is? Read this blog post to learn more! The more you know... 271 views 1 comment 10 likes. Post not marked as liked 10 Chantel Paige Jun 20, 2020 3 min 6 Autism Apps you need to know about now! Let’s be honest apps have been improving people’s daily lives since what feels like forever. I mean take a look at your phone right now,... 24 views 0 comments 7 likes. Post not marked as liked 7 Chantel Paige Jun 6, 2020 5 min How to Create an Employee Welcome Packet for Your New Staff If you plan on self-hiring your staff in your self-direction budget then this is a must read 58 views 0 comments 9 likes. Post not marked as liked 9 Chantel Paige May 20, 2020 2 min Four Things to Do Before Starting Self-Direction Rated 4 out of 5 stars. (1) As a seasoned broker, I've seen and created great budgets. Use these four tips to create the strongest budget you can for your child! 198 views 1 comment 16 likes. Post not marked as liked 16 Chantel Paige Jan 27, 2020 1 min 🌟 Welcome to My Blog– Where Help Begins! 🌟 This blog is for self-direction participants and their families. 1 view 0 comments Post not marked as liked