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- Budget Checklist Meeting
You will have the option to choose a phone or video call.
- 30-Minute Partnership Consultation
Are you a business that offers a service that will be beneficial to the OPWDD, Self-Direction, or Special Needs community? For example, a cooking class, a sensory class, etc. Well, I’m looking to partner with people just like you!
- Broker Partnerships
Are you also an independent broker like me? Perhaps you have expertise in housing or home modifications, etc. Would you be interested in collaborating? Let's have a discussion now!
- Circle of Support Meeting
So, we now have an approved start-up budget, and it's time for us to have the circle of Support Meeting. Check out the calendar, and if you see a time that works for you, grab it. It's all yours.
- Let's Talk! New Clients Only!
Are you looking for a broker? Are you just starting out, or do you want to switch brokers? If so, then you're in the right place. Reserve a time for us to talk about your needs and how I may be able to help you and your child or your loved one. I can't wait to chat!
- Monthly Reimbursement Fundamentals
If you're feeling lost after receiving your approved budget and need help submitting your FI reimbursement forms, don't worry - I've got you covered! Choose this meeting option, and we'll go through each form together via video. By the end of the session, you'll not only have successfully submitted your forms, but also a video to reference in the future.
- Broker Consultation Call
If you're here, it means you've reached out for help in becoming an OPWDD broker—an essential first step to success! 😊 OPWDD will provide the training and an ID number and send you off to build budgets. But the journey into the SD field is filled with twists, turns, and hidden obstacles when you don't have the knowledge. Schedule a meeting with me to discuss how I can support you on this exciting path and help you navigate your new role with confidence!
- Budget Changes Meeting
You will have the option to choose a phone or video call.