What Is a Support Broker, and Why Does It Matter?
You Don’t Have to Do Self-Direction Alone
Self-Direction gives people with developmental disabilities the power to choose the services and supports that fit their lives — but with that freedom comes responsibility. Budgets. Staffing. Compliance. Planning.
It can be a lot to manage — and that’s where a Support Broker comes in.
As your Support Broker, I don’t just help you get started — I walk with you throughout the journey. I help you build your plan, manage your budget, understand your choices, and stay compliant with OPWDD guidelines. Most importantly, I help you create a Self-Direction experience that’s tailored to your goals, your pace, and your independence.
What Is a Support Broker?
A Support Broker is a trained professional who helps individuals and families navigate the Self-Direction process. We act as your guide, coach, planner, and advocate — someone who understands the rules, listens to your needs, and helps you make the most of your services.
We are NOT your Care Manager, Direct Support Staff, or FI. We work for you — providing personalized support to ensure your plan works for your life.
What Does a Support Broker Do?
Here’s a detailed breakdown of our key responsibilities:
1. Develop Your Self-Direction Plan
We help create a clear and personalized plan that outlines:
Your life goals (personal growth, independence, community involvement, employment, etc.)
What supports or services are needed to meet those goals
How Self-Direction will help you live a meaningful life
This is more than just a form — it’s the foundation of your entire program.
2. Build and Maintain Your Budget
Your budget is a powerful tool — and we make sure it works for you.
Break down funding across approved categories (staffing, IDGS, classes, memberships, etc.)
Make sure the budget reflects your needs and goals
Help you request budget changes when life changes
Track usage and spending throughout the year
We also support you during budget renewals, ensuring you’re prepared and nothing falls through the cracks.
3. Guide You Through Staffing
We help you build your team:
Write job descriptions
Guide you through the hiring process
Help with onboarding and required forms
Review schedules and staffing plans
Address staff-related concerns
We ensure your team is aligned with your goals — and supported properly.
4. Collaborate With the Whole Team
We work closely with:
Care Managers – to make sure your Self-Direction Plan aligns with your Life Plan
FIs – to ensure your budget, reimbursements, and staff documentation meet OPWDD standards
Circle of Support – to keep everyone informed and working toward the same goals
You’re not just getting help — you’re getting a coordinated team.
5. Keep You Compliant and Organized
OPWDD has rules — and they matter. We help you:
Stay within your approved budget
Use funds appropriately
Keep receipts, logs, and required documents
Submit forms correctly and on time
Prepare for audits or renewals
You focus on your goals — we’ll handle the paperwork.
6. Offer Ongoing Coaching and Advocacy
Life changes — and so do your needs. That’s why support doesn’t end once the plan is approved.
We continue to:
Answer questions as they come up
Help you think through decisions
Problem-solve when issues arise
Advocate for what matters most to you
A good Support Broker isn’t just present — they’re proactive.
Why Does Having a Support Broker Matter?
Because the process is complex — and you deserve to focus on your life, not just paperwork. A Support Broker helps families:
Feel confident instead of overwhelmed
Use their budget fully and wisely
Create meaningful routines and supports
Gain peace of mind knowing they’re not doing it alone
The Self-Direction system offers freedom — a broker helps you use it well.
What Makes a Good Support Broker?
A strong Broker should:
Be responsive and communicative
Understand Self-Direction inside and out
Be organized and deadline-driven
Work well with your whole team
Respect your voice and choices
And they should meet you where you are — whether that’s explaining the basics or strategizing ways to make your plan work better.
My Approach at Tailored Independence LLC
At Tailored Independence, I believe in:
Listening first
Personalizing every step
Communicating clearly and consistently
Staying ahead of deadlines
Empowering families to take ownership of the process
Whether you’re new to Self-Direction or have years of experience, I’m here to help you build a plan that truly works for you.
Final Thought
A Support Broker is more than just a professional — they’re a trusted teammate, advocate, and resource. And in a system as empowering (and detailed) as Self-Direction, that kind of support isn’t just helpful — it’s essential.
If you’re looking for a Support Broker who will walk with you, advocate for you, and tailor every part of the journey to your goals, I’d love to connect.
Tailored Independence LLC
Rafael Bonilla, Support Broker