Adult Benefits Planning Services
Our financial coaches are all Certified Benefits Planners. Benefits planning is always free and services are provided via email, phone, or Zoom.
Here are some of the topics we can cover together:
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- Applying for disability benefits
- Understanding how income impacts benefits
- Support with wage reporting
- Navigating overpayments
- Support with Continuing Disability Reviews
- Support understanding and opening ABLE accounts
- Information about Special Needs Trusts and referrals as needed
- Resource navigation and referrals
Ready to get started?
If you’re ready to access benefits planning services, we offer multiple ways to engage with our program! You can pick the option that best fits your needs and schedule. If you have questions or are unsure which option is right for you, you can also call us at 206-328-5116 or email [email protected] and we’d be happy to help!