Personal Contingency Plan
Peace of Mind in an Emergency
Personal Contingency Plans (PCPs) are popular with individuals and entrepreneurs who are the primary financial managers. They make handling banking, credit cards, health insurance, and investments look easy. The complexity becomes evident as we break down the steps of their routine process and create their custom PCP. The plan empowers loved ones or business partners to keep the business of life running smoothly in an emergency.
"After creating my Personal Contingency Plan, I realized it was time to start bringing my sons into my business. Since then, they both got licensed and formed an LLC. It's the most amazing thing. I have to say that it's all because I created my Personal Contingency Plan. I'm going to have my kids working with me. How cool is that! "
Janis B, Real Estate Broker, and Teacher
"I'm telling all my friends that they need to work with NPC to create their Personal Contingency Plan."
Confidential Personal Contingency Plan Client
Beneficiary Process Navigation
An Innovative Solution
Our beneficiary clients hope they will never need our services. But when they lose a loved one, they are so grateful to have NPC by their side. We help our Personal Contingency Plan clients and beneficiaries navigate the complex corporate processes that enable them to assume the deceased's benefits and accounts. Our first client was a Vanguard retiree beneficiary. After we worked together for three months, the result was a success. By evaluating all angles of the retiree's benefits, our client was able to receive free financial planning from Vanguard, maximize the retiree medical account reimbursement and invest newly owned assets appropriately for our client's risk tolerance and age.
"NPC walked me through the three-month process to transition my wife's retiree benefits and investments to me. I thought Vanguard would take care of everything after I sent them the death certificate. I had no idea the (beneficiary) process would be so complicated."
George Reed, Retiree Beneficiary