Mission, Vision, Scope of Services

Planning, Care Management and Trust Services for People with Mental Illness and Intellectual Disabilities



Through Care Management and Special Needs Trust Administration, we provide planning, resources, and support to assist people with behavioral health diagnoses or intellectual disabilities to build happier, healthier, more meaningful lives.

We partner with the people we serve, their families, and support systems to:

  • Acquire / Reinstate Public Benefits
  • Improve Housing
  • Manage Medical Diagnoses
  • Improve Health & Wellness
  • Increase Social Engagement
  • Obtain Paid Work & Volunteer Roles
  • Pursue an Education
  • Manage Personal Finances
  • Maximize Financial Resources
  • Educate, Resource, and Support Establishing a Special Needs Trust


Every person with a mental illness or intellectual disability will have people in their lives they can count on; the opportunity to contribute to the lives of others; enjoy access to housing and benefits; interact within their communities; maintain optimal health, and effectively manage their financial resources to their own benefit.

Scope of Services

PLAN of PA services result in peace of mind for families and people with behavioral health diagnoses and intellectual disabilities. We provide short-term, intermittent, and life-long support; working together on present opportunities while maintaining relationships that can span a lifetime.



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