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Independent Facilitator · Self-Determination Program · Los Altos, CA

You set the direction. We know the road.

The Self-Determination Program puts you in charge of your services, providers, and budget. As your Independent Facilitator, we help you build the plan, get services started, and adjust as life changes.

What an Independent Facilitator does

Keeping your plan moving

SDP puts you in charge. That also means more paperwork, more decisions, and more people to coordinate. We take on the work you choose to share, so the focus stays on the life you want.

Planning

Person-centered planning

We get to know the person at the center of the plan: strengths, interests, goals, and which supports are appropriate. Your plan will be finalized once all edits and feedback have been reviewed.

Budget

Individual budget review

We review and discuss your budget: how it gets set, what it covers, and how to use it. With a focus on meeting all needs, we will help you prepare questions for your regional center.

Spending plan

Building the spending plan

We turn your goals into services, rates, and hours that fit within your budget. Every choice stays true to what you want.

Providers

Finding the right supports

We help you choose a Financial Management Service (FMS) based on your needs and the services previously identified. This includes finding, interviewing, and choosing providers, and looking for community and generic resources.

Meetings

Beside you at the table

We prepare with you before IPP and planning meetings and help you speak up for what you need with your service coordinator. If you'd like, we'll join you at your IPP meetings.

Ongoing

Check-ins and updates

We meet with you monthly to review how services are going and help you adjust the plan as needed.

How it works

From first call to first service

Every family's path is a little different. This is the usual order of steps once you decide to try SDP.

  1. Free consultation

    We talk about where you are with SDP, what you hope for your future, and the role Owl Advisors could play in your journey.

  2. Person-centered plan

    Together we discuss strengths, preferences, and areas of growth to map goals, and identify supports that will help you live your life.

  3. Individual budget

    We review the budget with you, help you identify areas of need, and help you understand the process.

  4. Spending plan

    We use the budget and services to help you choose who delivers your services, when, and how.

  5. FMS, providers, and invoices

    We help you choose an FMS, find providers, and review invoices.

  6. IPP meeting and ongoing support

    We will attend annual IPP meetings if you want. We also meet on a regular basis to review the budget and goals and to discuss needs.

Have questions about SDP? Start with a free call.

Book a free call

Meet your facilitator

From the classroom to your planning table

Jen spent nearly 20 years as a special education teacher, writing IEPs, leading team meetings, and making sure students got the supports they needed. Independent facilitation draws on those same skills, now centered on your goals for life beyond school.

She has also worked at an adult services agency, so she knows how services are delivered after school ends and what makes a provider a good fit.

As a parent of children with IEPs, Jen also knows what these meetings feel like from the family's side of the table.

More about Jen →

Skills that carry over

  • Person-centered planningTurning strengths, preferences, and needs into clear, realistic goals
  • Team coordinationBringing families, providers, and the regional center together around one plan
  • Tracking progressReviewing what's working and adjusting the plan when it isn't
  • Knowing the systemsYears of navigating schools and adult agencies, so you don't have to do it alone

Also offered

Other ways we support families

Available now

IEP and 504 advocacy

A knowledgeable partner for school and home.

  • IEP and 504 document review and meeting preparation
  • A steady voice beside you in every meeting
  • Parent coaching and in-home plan development
  • Regional center navigation and transition planning

See all services →

Coming soon

Direct SDP services

Services that can be written into a Self-Determination spending plan.

  • Social and recreation support
  • Adaptive skills training
  • Job coaching

For families who use a different Independent Facilitator. SDP rules keep facilitation separate from the services in your plan, so Owl Advisors cannot provide these services to anyone we facilitate for.

From families we've worked with

“Jen and her team helped us clarify what we wanted for our child — and how to ask the school team for exactly that.”
Parent of an upper-elementary student
“Our child now receives the services needed to attend general-ed classes — and make new friends.”
Parent of a young child with ASD
“In-home training and support opened up so many new opportunities for us as a family.”
Parent of a child with high sensory needs

Questions

Independent Facilitation FAQ

Do I need an Independent Facilitator to use SDP?

No. Facilitation is optional. Some families work with their regional center service coordinator alone. Many choose a facilitator because they want more hands-on help with planning, providers, and paperwork.

How is an Independent Facilitator paid?

The cost of an Independent Facilitator, if any, is paid from the participant's individual budget, through your Financial Management Service like your other services.

Will you replace my service coordinator?

No. Your service coordinator stays part of your team. We work alongside them and help you get the most out of that relationship.

Can Owl Advisors also provide the services in my plan?

Not if we are your facilitator. An Independent Facilitator cannot also provide services in the same person's plan. Our upcoming social/recreation, adaptive skills, and job coaching services will be offered only to families who use a different facilitator.

More questions →

Ready to take the next step?

Tell us a little about your family. We'll take it from there.