Our Process

Thanks so much for your persistence, patience, and ingenuity in bringing the IEP process to a successful summit. No IEP process can be as hard as the trail we've been down. We particularly appreciate that you have always been available to us, providing emotional support as well as advice to navigate the special ed system. Of course, the most impressive coup of all was your role as catalyst in his school placement. For all your help, support and presence-thank you.
-- Julie and Rick

The process begins with a return phone call to you after your initial inquiry by our office manager, Laura Collins. This lets us gather information about your situation and gives you a chance to ask any questions you might have. There is no charge for this call. If we decide to move forward together we will set up a time to meet in our office.

Before the Intake Meeting

An important part of this process is to be as organized and up-to-date about your child as possible. To that end, we request that you gather and bring us, organized in a binder, the following:

  • A complete copy of all school records and testing data. Use this intake checklist to prepare for the meeting.
  • A contact list that includes name, address, phone and FAX numbers for all individuals working with, treating, or knowledgeable about your child. Our new client questionnaire will help.

To help you prepare for the Intake Meeting, please print out the intake meeting checklist.

During the Intake Meeting

We will discuss the current situation, review the road you've walked with your child, identify needs, explore realistic strategies, and develop a plan to obtain appropriate placement and services. This meeting lasts two to three hours.

You will also be requested to:

  • Sign releases for all professionals and individuals involved with your child with whom we may need to speak
  • Sign a consulting services agreement which includes payment for the intake meeting and a retainer.

After the Intake Meeting

We advocate on your behalf to actually effect change in your child's educational plan or placement.

To get a complete picture of your child, we talk to the school staff, contact the people identified during the intake meeting and observe the child at school. We may also recommend additional assessment or evaluation. We collaborate and consult with you, discuss a range of options and formalize a specific plan.