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Our Mission
To provide accurate, compliant, and person-centered Financial Management Services that support participant choice, safeguard public funds, and strengthen access to community-based services.
This mission is personal to our team, it reflects who we are and influences every aspect of our business. We’ve designed our financial management services to provide a superior experience and ultimately a healthier life through self-direction.
We have more than 20 years of experience working with and supporting aging adults and adults with disabilities, along with their families, caregivers and support teams. Our role is to aid individuals to direct and manage their supports and services to continue living in their homes and thriving in their neighborhoods and communities.
Our vision is a Self-Directed service system where individuals are empowered to manage their supports with confidence, transparency, and administrative excellence.
Upholding the Values of Self-Direction
COMPLIANCE & INTEGRITY
Adherence to all regulatory and ethical standards
PARTICIPANT CHOICE & DIGNITY
Honoring person-centered decision-making
ACCOUNTABILITY
Transparent financial and operational practices
EQUITY & ACCESS
Ensuring fair, inclusive service delivery
COLLABORATION
strong partnerships with Supports Coordinators and oversight entities
We have more than 20 years of experience working with and supporting aging adults and adults with disabilities, along with their families, caregivers and support teams. Our role is to aid individuals to direct and manage their supports and services to continue living in their homes and thriving in their neighborhoods and communities.
What is the role of financial management services in self-direction?
Read our Self-Direction Overview below:
Self-Direction Brochure
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