Give loved ones, your business partner, and yourself peace of mind. Thoughtful planning makes a measurable difference in everyone’s future.
Don't wait to create a contingency plan in the middle of a storm.
When someone is on heavy-duty medication, uncommunicative, or fighting for their life, it is not the best time to strategize. There's no time to grieve the loss of a loved one when they have to step into a mess and face a steep learning curve at a deeply emotional time.
As the primary financial manager for your home or business, you value having and providing loved ones with peace of mind.
You want to create a contingency plan, but it's a lower priority when you feel you're in good health and active. So you put it off to someday, one day when you'll have time.
Unfortunately, life events do happen to the best of us when we least expect it — I've lived it and seen it time and time again. Truth is, it's more a matter of when than if. And when the unexpected happens, it requires all of your energy and attention.
Now is the best time to create your contingency plan.
A well-thought-out contingency plan equips your second-in-command to keep your business and your personal life running smoothly in your absence.
You provide them with the tools to make insightful decisions, which allows them to attend to your clients and obligations.
- Centralize your critical information, such as accounts, passwords, birth certificates, legal documents, and key contacts.
- Have meaningful conversations with your second-in-command — to convey your brand and operating style — because time is on your side now.
- Reduce stress and train the people closest to you how to keep your business running until you're back on your feet.
The people who depend on you will be grateful for your forethought, easing a naturally stressful time.
When your appointee understands how to navigate your business processes and has a reliable roadmap, money continues to flow into your business during your absence.
When your appointee understands how to navigate your business processes and has a reliable roadmap, money continues to flow into your business during your absence.
People ages 35 to 85 have hired me to show them how to create contingency plans for their personal lives and businesses. They rest secure in times of adversity, knowing that they have a solid contingency strategy in place.
- A Fast & Efficient Process: My know-how enables you to accelerate the timeline to complete your plan and benefit from my time-tested methodology,
- Leverage Expert Guidance: Using my signature framework, you will be guided step by step through the entire process, minimizing your effort and maximizing the quality of your comprehensive plan.
- Ensure Money Keeps Flowing Into Your Business: You have worked hard to get where you are. This process ensures that your appointees have the resources to become knowledgeable about your personal and business landscape, reducing the risk of losing money and increasing the likelihood of maintaining cash flow during your absence.
- Accountability & Knowledgeable Guidance: This project is a collaboration. As your guide, coach, and accountability partner, I'm with you throughout the journey. You're welcome to ask questions when we meet and between meetings.
- Individualized Approach: Packages are designed to work for your unique circumstances. Together, we'll decide the level of support and coaching that best fits your needs.
The NPC 30 Day process moves you from no plan to ready for anything.
1. Consult & Assess
An initial consult by Zoom video to assess your situation and determine which service package is the best fit for you.
2. Audit & Inventory
Create an inventory of your benefits, financial information and processes, passwords, essential documents, and more.
3. Identify Gaps
Create your action plan by assessing what's missing, such as legal documents, how accounts are registered, insurance policies, authorized account managers, and more.
4. Appoint Proxy
Define crucial conversations that need to take place, and with whom. Identify and appoint your second-in-command.
5. Review & Train
Review your plan with your second-in-command to train them to act on your behalf.
Contingency Plan Options & Pricing
The VIP Package In-Person & Virtual Coaching
What's Included
- A six-month process to create your Personal Contingency Plan, Business Contingency Plan, and Business Continuance Playbook
- A combination of in-person and virtual one-on-one meetings
- Materials are hand delivered to you: Contingency Plan Binders and Password Books
- 75-minute Annual Plan Review consultation in the first year after creating plans ($375 value).
Ideal fit if you:
- want a combination of in-person assistance and virtual coaching to create contingency plans for your personal life and business.
- want to create your Business Continuance Playbook and have your Owner Operating Procedures documented for you.
- need administrative assistance because you are too busy to tackle this project on your own.
- require moderately or extensively customized plans to best fit your business, family, and beneficiaries.
- are willing to allocate up to three hours per week to work on this effort outside of our collaboration time.
- are committed to keeping the money flowing into your business in your absence.
- prioritize simplifying processes for your business partner, team, and family members.
Investment:
- Package starts at $30,000, including travel
The CEO Package Virtual Coaching
What's Included
- A 90-Day process to create your Personal Contingency Plan, Business Contingency Plan, and Business Continuance Playbook
- Virtual one-on-one meetings
- Materials are shipped to you: Contingency Plan Binders and Password book
Ideal fit if you:
- are technically savvy and enjoy virtual collaborations.
- want to create contingency plans for your personal life and business.
- want to create your Business Continuance Playbook and have your Owner Operating Procedures documented for you.
- are willing to allocate up to three hours per week to work on this effort outside of our collaboration time.
- require a moderately or extensively customized plan.
- are committed to keeping the money flowing into your business in your absence.
- prioritize simplifying processes for your business partner, team, and family members.
Investment:
- Package starts at $8,000
A La Carte Plans Virtual Coaching
What's Included
- A 30-Day process to create your choice of a Personal Contingency Plan, Business Contingency Plan, or Business Continuance Playbook.
- One-on-one virtual meetings to create your plan.
- Materials are shipped to you: Contingency Plan Binder and Password Book.
- 75-minute Annual Plan Review consultation in the first year after creating plans ($375 value).
Ideal fit if you:
- are self-motivated to stay on track and technologically savvy.
- want a targeted one-on-one engagement to achieve your goal.
- require a moderately customized plan.
- are committed to allocating three hours per week outside of our collaboration time.
Investment:
- Plans start at $3,500
There's never been a better time to make a plan. Book a call to find out how I can best help you.
To book a time with me:
- First, choose the meeting type, then a day and time for your consult.
- You will then receive the details for our call by email. If you don't see it in your inbox, try searching for "Mary Beth Simon."
- If we're a good fit, we'll define what success looks like for you and create a road map for how we'll move forward together.