Scan
The agency receives a custom QR code or secure activation link for its authorized participant population.
B2B EDUCATIONAL CONSULTING & PROGRAM DEVELOPMENT
The Building Beyond Boundaries Mastermind
Financial education infrastructure built for the individuals and families your agency serves.
A structured, text-driven institutional program covering ABLE education, SSI/SSDI concepts, savings, financial literacy, credit readiness, and optional pathways into employment and entrepreneurship—supported by participant learning tools, caseworker implementation resources, and agency-level reporting.
Participant Curriculum · Caseworker Tools · Program Director Dashboard · Aggregate Progress Reporting · Institutional Licensing
Text-driven learningMobile-first accessData minimizationAgency implementation toolsDesigned toward WCAG 2.2 AA
THE PROGRAM
Education that fits inside an agency's existing service model.
Building Beyond Boundaries gives organizations a structured educational pathway for participants navigating disability-related benefits and financial independence. Participants learn what to prepare, what questions to ask, and when to use official systems or qualified professionals.
The In Holmes We Truss learning portal is not designed to collect Social Security numbers, banking credentials, ABLE passwords, or sensitive financial-account information.
IMPLEMENTATION
Scan → Activate → Learn
The caseworker workflow is intentionally simple. Agency staff facilitate access—not individualized financial or benefits advice.
Activate
Participants register through the institutional pathway. Valid agency access provides covered program access at $0 to the participant.
Learn
Participants move through the curriculum while Program Directors receive program-level participation and completion reporting.
CURRICULUM OVERVIEW
Seven core modules. Two optional learning tracks.
The public overview shows the educational structure while detailed implementation materials remain inside the participant portal.
Foundation & Master Checklist
Establish the participant roadmap and foundational financial-education milestones.
Open & Activate Your ABLE Account
Prepare for enrollment and understand the role of official ABLE provider systems.
Routing Your Bread to the Savings Vault
Explore funding methods, savings concepts and responsible access to account funds.
Optional 3.1 · Family & Caregiver TrackMastering SSI & SSDI Rules
Understand key differences among SSI, SSDI and concurrent benefit situations.
Optional 4.1 · Concurrent SSI + SSDICredit Readiness & Optional Business Path
Build foundational credit readiness and explore optional employment or entrepreneurship concepts.
QDEs, Spending & Recordkeeping
Learn qualified-disability-expense concepts, documentation practices and responsible recordkeeping.
Building Beyond Boundaries Action Plan
Review milestones and organize a participant's next-step financial pathway.
INSTITUTIONAL DEPLOYMENT
Start with a pilot. Expand when the program fits.
Organizations can begin with a smaller deployment before considering a larger annual institutional license.
ENTRY PATHWAY
Pilot Deployment
25–50
participants
Scope, term and investment are defined in an agency-specific proposal.
Discuss a pilot →COMMUNITY
Community Package
200
participants
$50,000 / yearREGIONAL
Regional Borough License
500
participants
$100,000 / yearCITYWIDE
Citywide Network License
1,000
participants
$195,000 / yearReference retail value: $1,500 per participant. Institutional pricing reflects contracted program access and deployment infrastructure. Procurement and funding allowability are determined by each agency.
AGENCY INFRASTRUCTURE
Built for leadership and frontline implementation.
Program Directors manage the agency deployment, utilization and aggregate progress view.
Caseworkers receive a straightforward Quick-Start workflow and agency access materials.
Participants receive a private learning experience without exposing proprietary curriculum on the public website.
ABOUT IN HOLMES WE TRUSS LLC
Educational infrastructure for stronger financial futures.
In Holmes We Truss LLC provides B2B educational consulting and training programs for nonprofits, human-services agencies, individuals, and families.
Our work focuses on accessible financial education for people navigating SSI, SSDI and other disability-related benefit programs, with particular emphasis on ABLE education, financial literacy, credit readiness, employment, and optional entrepreneurship pathways.
Building Beyond Boundaries to help families create stronger financial futures.
ACCESSIBILITY
Designed toward WCAG 2.2 AA.
Our digital experience is designed around keyboard navigation, visible focus, semantic structure, labeled controls, scalable text, contrast, reduced-motion support, and mobile performance. Formal conformance claims should follow appropriate testing.
PRIVACY
Data minimization by design.
The learning experience is not designed to collect Social Security numbers, bank routing/account numbers, banking credentials, ABLE credentials, or payment-card information. Sensitive enrollment activity belongs on applicable official provider systems.
EDUCATIONAL USE NOTICE
Education—not individualized professional advice.
In Holmes We Truss LLC provides educational and informational curriculum. Program materials do not constitute individualized legal, tax, investment, benefits, credit-repair, lending, or financial advice and do not guarantee benefit preservation or reinstatement, credit outcomes, lender approval, financing, investment performance, or business results. Rules and third-party terms can change; participants should verify current requirements with official agencies and qualified professionals.
INSTITUTIONAL PARTNERSHIPS
Request a program briefing.
Discuss a Pilot Deployment, agency implementation, participant allocation, or annual institutional licensing with In Holmes We Truss LLC.