Case Studies

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.​

"By creating a Personal Contingency Plan, I realized that a former employee was still an authorized signer on my business bank account."
Confidential Personal Contingency Plan Client

"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

Leadership Team Business Strategy Offsite

Co-creating the Future

Clients often approach us with a general idea of what they need, yet they require a formal proposal to crystallize the opportunity. We were able to jump right in with our expertise and help the company envision how NPC could engage their leadership team via a strategic business planning offsite. Today, their business is doing exceptionally well, and we’re proud to have contributed thought leadership.

"No one has presented to me this range of pertinent information."
Terry Brett, Kimberton Whole Foods Founder, and Owner

Business Insurance Claim Management

A Story of Success

This is an actual photo, immediately following the accident. An elderly driver crashed through the Phoenixville auto repair's machinery shed.

As you can imagine, this event created a lot of emotions and stress. Luckily, no one was injured!

NPC quickly collaborated with the business owner & his insurance company, although the impacted building was unintentionally not insured, complicating the path forward. NPC also worked closely with the liable party's insurance company, and independent adjuster to achieve a comprehensive solution for the business within 60 days. NPC brought peace of mind to the business owner and his team, and that allowed them to focus on what they do best.

"Luckily, I was able to hire NPC to manage the entire claim with the responsible party's insurance company. NPC did all the research, communication, documentation, created a project plan and made all the phone calls, allowing me and my team to run my business. The claim was resolved in 60 days."
Jules Simon, Strada Auto Repair Owner