Complex case management serves to set the framework for managing long-term individual care. A major component of this service is medical advocacy, which ensures that individuals feel empowered and receive the best care possible. Here, the individual takes the lead as we work alongside them and provide support and advocate for any medical or care needs.

Our team works with each individual to include activities that make life engaging and fulfilling. The best laid plans are built to evolve and grow with life. Enrichment means something different to everyone. For some it’s moving into a Continuing Care Retirement Community (CCRC) where activities are at individuals’ fingertips. For others, finding community activities or classes is the best move. Either way, we work together to make sure life is fulfilling.

Our care teams are custom-built to honor the uniqueness and preferences of the individuals we serve. We work with medical, financial, and legal specialists to attend to every facet of our clients’ care. From our experienced employees and valued professional relationships, we build a team of professionals to meet the unique needs of each client.

As life progresses, transitions are natural and inevitable. That said, they often require time, energy, and detailed planning. Our goal is to make transitions as smooth as possible. Whether it’s a planned move from out of state, a discharge from a hospital, or a sudden event that requires a higher level of care, we partner with the individual and collaborate with all necessary parties to mitigate potential overwhelm and ensure transitions are successful.

If you are working to update your estate planning upon retirement and wondering who will care for your child, how their finances will be managed, and what benefits they will be eligible for, we can provide guidance. Additionally, if your child is approaching 18 and you’re wondering about state and federal benefit eligibility and options for housing, care, and day programming, we can help plan and support the transition.

Special Needs Trust settlements require coordination between the individual, the trust, and financial and legal entities. Trust officers and fiduciaries contact us to assess the current and future needs of the beneficiary. This may include purchasing a house, medical equipment, and accessible vehicles to suit an individual’s care needs. Additionally, we evaluate state and federal benefits, as well as caregiving and enrichment needs.

Specializing in intellectual and developmental disabilities, we develop and manage care plans for individuals with goals of developing independent living and self-care skills, ensuring safety in the home and community, and exploring interests or leisure. We collaborate with school and therapy teams, DVR, and DDA to create the best plans and access resources to accomplish skill acquisition, self-determination, and independence.

We work to support individuals through their rehabilitation journey. When it’s time for an individual to discharge from inpatient rehabilitation to the home, we collaborate with skilled therapy and caregiving teams. Through this collaboration, we assist the individual in finding a new normal at home with support, maximizing independence, and discovering meaningful activities.

During times that require a ‘reset’, we assess the current time to see what is going on. Perhaps some goals haven’t been achieved because of overwhelm, loss of a primary caregiver, or new programming or equipment that should be incorporated. Through collaboration with the family, as well as therapy and caregiving teams, we support and guide all parties in finding new motivation and gaining a fresh perspective.