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One-on-One Financial Coaching & Benefits Planning

One-on-One Financial Coaching & Benefits Planning

One-on-One Financial Coaching & Benefits planning is provided by a Certified Benefits Planner and Accredited Financial Counselor.  We work one-on-one with youth and their families to provide financial education and support, and education and support on disability benefits.  We can help with things like:

  • Understanding and opening an ABLE account
  • Opening and managing your first bank account
  • Understanding and building credit
  • Creating and following a budget
  • Applying for disability benefits
  • Understanding disability benefits
  • Transitioning from child to adult benefits
  • Planning for how work will impact disability benefits
  • Wage reporting & overpayments
  • Saving while on disability benefits
  • Advocacy and support for financial and benefits-related issues

Grandfather laughing and hugging his granddaughter on a beige couch

Teenage boy having a conversation using sign language

Schedule a session online with a Financial Coach & Certified Benefits Planner.  Coaching is always free. Parents and guardians are welcome to schedule and attend a session for and/or with their children. In your first session, we’ll gather information, set goals, and make an action plan. In follow-up sessions, we’ll work together to put your plan into place and monitor progress on your goals.

We are also available as a resource to families and service providers who have questions about disability benefits and/or financial issues.  We can be reached by email at [email protected].

Schedule now!