Money & Legal Structure
- Accounting, financials, bill payments, financial management systems (FMS)
- Benefits: SSI/SSDI, Medicaid, state/IRS/regional funding programs
- Trusts, guardianship, POAs, titling / ownership
- Tax positioning, entity structure if there’s a business
- Insurance review: life, disability, LTC, liability, homeowners/auto
Care & Staffing
- Running payroll in compliance with state and federal laws
- Hiring, vetting, and training process for caregivers
- Pay structure, contracts, backup caregivers
- Abuse/neglect risk, incident procedures
Home & Daily Life Management
- Housing setup and accessibility
- Medication, appointments, school/program coordination
- Day programs
- Crisis / transition plans (if parents get sick, die, or move)
Your Risk Assessment Output: a written scorecard + 90‑day action plan + options to have you implement / run the back office.