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.

Estate Planning Tips: How to Avoid Common Pitfalls

Estate planning is a crucial aspect of financial management that ensures your assets are distributed according to your wishes after you pass away. However, even the most well-intentioned plans can go awry if not carefully crafted and regularly updated.

Planning for Children with Disabilities Using Evidence-Based Strategies

Caring for a child with a disability requires careful planning, extensive research, and a deep understanding of the available resources and strategies.

What You Should Know About Communication with Your Financial Advisor

As a financial advisor, maintaining clear and effective communication with clients is one of the most critical aspects of my job. Here’s what you should expect regarding communicating with your financial advisors and how setting the right expectations can lead to a more productive partnership.

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