Help your child reach their potential.

The following list includes resources that will help you help your child reach their potential, introduce supports for caregivers and assist you in mapping out your ongoing planning needs.

Education

IFSP: What It Is and How It Works: Learn about the basics of an individualized family service plan.

What Are Your Rights in the IEP Process? Understand your child’s and family’s rights when developing an individualized education program.

SERR – Special Education Rights and Responsibilities: This manual explains how to become eligible for special education, how to request and advocate for special education services, and what to do if you disagree with school districts.

Public Services

Regional Centers: California has 21 community-based, nonprofit agencies that provide services for people with developmental disabilities.

San Diego Regional Center: Any resident of San Diego or Imperial County who is believed to have a developmental disability may apply for services here.

Understood: This nonprofit organization is “dedicated to shaping a world where millions of people who learn and think differently can thrive at home, at school, and at work.”

Mental Health Services Eligibility: Get the details on eligibility for San Diego County-funded public mental health services.

Finances and Law

Self-Assessment: We designed this brief checklist to help you accelerate the process of planning for the future.

Battaglia & Waltari: This San Diego law firm has expertise in special needs trusts, estate planning, wills and trusts, guardianships, conservatorships and probate law.

Ticket to Work Program: Social Security’s Ticket to Work Program supports career development for Social Security disability beneficiaries age 18 through 64 who want to work. The Ticket Program is free and helps people with disabilities progress toward financial independence.

Books

Planning for the Future: Providing a Meaningful Life for a Child With a Disability After Your Death,” by L. Mark Russell and Arnold E. Grant

The Complete Guide to Creating a Special Needs Life Plan,” by Hal Wright

To help embrace neurodiversity and foster inclusion:
The Mouth With a Mind of Its Own,” by Patricia L. Mervine, illustrated by Nayan Soni

Giraffes Can’t Dance,” by Giles Andreae, illustrated by Guy Parker-Rees

Publications

To help you with local resources:Flourishing Families Parent Resource Guide for Families with Special Needs,” by San Diego Family Magazine

Learn more from our blog!

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Comprehensive
Life Care Plan

Develop a comprehensive life care plan that is built on a solid financial foundation and allows you to look toward the future with confidence.

Comprehensive
Life Care Plan

Develop a comprehensive life care plan that is built on a solid financial foundation and allows you to look toward the future with confidence.

Children Riding a Bicycle

Comprehensive
Life Care Plan

Develop a comprehensive life care plan that is built on a solid financial foundation and allows you to look toward the future with confidence.

Financial Planning Gifts That Last: Unique Holiday Presents to Secure a Loved One’s Future

As the holiday season approaches, thoughts naturally turn to giving. Yet, while traditional gifts bring joy in the moment, consider the power of a gift that endures.

529 Plans vs. Traditional Investment Funds: How to Choose the Best Option with Guidance from a Certified Financial Advisor

Financial planning for education expenses is a key concern for many families. When considering saving for your child’s future, deciding between a 529 Plan and traditional investment funds can feel overwhelming.

How to Minimize Family Conflict with Estate Planning

When you have worked hard to accumulate wealth, you don’t want to see your legacy become the cause of family disputes.

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