Our Mission
At New Leaf Solutions, we help empower people living with developmental disabilities through compassion, knowledge, and collaborative support. As a representative payee, we help create secure living environments for our program participants and work closely with them and their planning team to navigate cash and health benefit systems.
01 Money Management
With help from from our expert team, New Leaf Solutions develops detailed budgets to organize monthly expenses and navigate unforseen bills and costs. We’re available to help discuss options when one needs funds outside their normal budget or have any other requests, and strive to help our participants live a financially stable and comfortable life.
02 Eligibility Reporting
Our goal is to help our clients stay eligibile for monthly benefits. We report important life changes to Social Security and help one to better understand their benefits and situation. In addition, we also work with Regional Center Service Coordinators during routine Social Security Disability Reviews, monitor resources for continued benefit eligibility, and process redetermination paperwork for SSI and Medi-Cal.
03 Advocacy & Guidance
We understand that Social Security and other programs can be very complex. As an advocate, we help guide our participants to available resources and supports. We work with our clients and their support team to advocate for additional services we think will help with their benefits and finances.
We Help In
Creating Financially Stable Environments
Our goal is to strengthen communities by ensuring that those with developmental disabilities consistently meet their basic needs, have access to services they’re entitled to, and see an improvement in their overall standard of living.
At New Leaf, we constantly strive to find ways to maximize our clients’ benefits, avoid overpayments, and strengthen their ability to live integrated lives within their communities.
Developing a Budget
Our Money Management Process
New Leaf develops a detailed budget to organize monthly expenses, which can include rent, grocery funds, utility bills, funds for personal expenses, medical expenses, and other recurring monthly expenses. Important parts of our Money Management Process are:
- Rent/Accommodation Payments
- Bill Paying
- Personal Spending
- Saving Funds for Unexpected Expenses
- Prioritizing Expenses
- Daily/Weekly Disbursement Schedules
Who We Are
Our Vision & Values
Compassion
empathy, respect, equality, equity, open mindedness, dignity, person centered
Integrity
trustworthiness, honesty, transparency, courage, confidence
Collaboration
teamwork, professionalism, courtesy, communication
Accountability
consistency, accuracy, efficiency, reliability
Tenacity
resiliency, passion, hard work, public service motivation, innovation, adaptability, perseverance