Your Confidential Intake Meeting





Unfortunately, most parents aren't aware that if a person with a disability is left more than $2,000, they will lose eligibility for most government benefits.

To schedule a confidential intake meeting to learn how to truly secure the financial future of your son, daughter or other family member, please call Diann Jones directly. She will be happy to personally take your call at (302)781-1055 or (800)341-8854 ext. 1055. Diann does not charge any fees for intake meetings or subsequent special needs planning sessions to help fellow parents plan for a lifetime of quality care and person-centered supports for their children.

During your two-hour initial intake meeting, Diann Jones will (1) answer any questions you may have about her or MetDESK®, (2) discuss your specific goals and objectives, (3) explore the current financial and legal strategies you are employing, (4) outline specific ways she can help you plan for the future of your child with special planning needs, and (5) review other ways she can be a resource to you and your family.

Meetings are conducted in Diann's office in Newark, Delaware, where she has access to all of her resources to make the best use of your time together. It is important for both parents in a two-parent household to attend this meeting, so they may lend their individualized perspective on their child's current abilities and opportunities for the future.

Once you have scheduled your intake meeting, please begin preparing by printing the documents below and following their instructions:

These items must be brought to your meeting:

  • Documents listed in the MetDESK® Intake Letter
  • Fully completed Special Needs Planning General Information Form

    Directions to the Delaware office of Diann Jones:
  • Printed directions from various points and states
  • Interactive online map to office

    These results are helpful, but are not necessary for your initial meeting:
  • MetDESK® Special Needs Calculator

    For your information:
  • Diann Jones' Brochure (two-sided/tri-folded)
  • Diann Jones' Bio
  • Open Letter to Parents from Diann Jones
  • MetDESK® Overview
  • MetDESK® Profile
  • MetDESK® Official Web Site

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    On occasion, Diann will co-facilitate a workshop with another MetDESK® Specialist in a neighboring state. In this instance, we may utilize their office for your intake meeting.

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