Develop a Roadmap to Financial Independence.
We work with you as partners to develop a roadmap towards financial stability, purpose and greater independence. We will review eligibility for multiple benefits and resources, including Social Security benefits and Medicaid Waivers. We will also discuss long-term issues like guardianship, ABLE accounts, Supplemental Needs Trusts, and Letters of Intent.
Applying for Social Security Income (SSI) or Social Security Disability Insurance (SSDI) can be difficult, but we’re here to help you take control. We begin with a comprehensive review of your medical documentation, ensuring it aligns with the Social Security Administration’s Blue Book criteria. Our strategic approach is designed to meet SSI’s specific requirements, giving you a stronger application from the start. Whether you’re submitting your first application or challenging a denial, we’ll fight for the benefits you deserve.
Our person-centered planning approach brings together funders, family members, other trusted friends and, most importantly, the person served to figure out which services will be the right fit to help achieve goals and dreams.
Often, people need a combination of services both at home and in their communities to empower them to live full and meaningful lives. BDI offers a wide array of lifespan services designed to help individuals, from Transition Services, Benefits Navigation, Financial and Life Planning, Futures Planning, Vocational Training, Job Placement, Job Coaching, Family Support Services, Community Integration, and Pooled Special Needs Trust Services.
Anna Maki
Benefits Navigator