610.504.4601

1721 Valley Forge Road
Unit 231
Valley Forge, PA 19481

©2020 by Niche Partnership Consulting, LLC®

Niche Partnership Consulting does not provide investment, legal or tax advice.

Niche Partnership Consulting's Services

I always envisioned bringing the skills and expertise gained through working in Corporate America back to the community.  Niche Partnership Consulting allows me to do just that.

Discover NPC's expertise

 

Pave the way for your beneficiaries

Give loved ones, your business partner and yourself peace of mind. Ensure they have the expertise to keep the business of life running smoothly in an emergency and make insightful decisions. They will be grateful for your forethought, easing a naturally stressful time.  

NPC's Personal Contingency Plan (except the DIY package) includes:

  • Creating an inventory of your benefits, financial information, bills, passwords, essential personal documents, and more.

  • Identifying gaps and next steps.  

  • Defining crucial conversations that need to take place and with whom.

  • Reviewing the plan with confidants.

Investment and Process

  • DIY plans start at $797.

  • Full-service idividual plans start at $2,997.

  • Full-service plans for dual financial manager households start at $3,997.

  • Full-service plans for dual financial manager households with one business start at $4,997.

  • 30-day process commitment required.

  • Includes one-on-one meetings, a three-hour working session (for full-service plans), and homework.

Manage life's transitions

We guide our clients as they navigate the complex organizational processes required to implement their Personal Contingency Plans. NPC has the expertise and tools you need to make insightful decisions.

Beneficiary Process Navigation services include:

  • Claiming life insurance quickly.

  • Stopping retiree benefit premium payments (health, and long-term care insurance) a.s.a.p.

  • Maximizing corporate retiree medical reimbursements.

  • Exploring eligibility for free financial planning with a Certified Financial Planner.

  • Establishing Required Minimum Distribution (RMD) for beneficiaries over 70 1/2.

  • Timely completion of the 401K rollover from the retiree to the beneficiary.

Investment and Process

  • Investment starts at $6,997, and service is available only to Personal Contingency Plan clients and beneficiaries.

  • A minimum collaboration commitment for 60-days is required.

 

  • Checkpoints continue throughout the year following death.

Stay competitive and grow your business

Transform your business workflows and strategies, and in doing so, your company. Allow NPC to help shape how you structure and manage your business.

Project management services include:

  • Delivering strategic planning off-sites for leadership teams.

  • Conducting vendor assessments.

  • Managing projects.

  • Coaching project teams.

  • Improving business processes.

  • Managing vendor relationships and workflows.

  • Managing unplanned business events (e.g., insurance claims, physical site renovations).

  • Contingency planning (e.g., loss of site, loss of staff)

Investment and Process

The investment and process are defined in the Statement of Work.

 

WHAT PEOPLE SAY

Confidential Personal Contingency Plan Client

While 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.

Terry Brett,

Kimberton Whole Foods Founder

No one has presented to me this range of pertinent information.

George Reed, Retiree Beneficiary

The love of my life passed away after retiring from Vanguard.   I thought Vanguard would take care of everything.  I had no idea the process would be so complicated.  The last thing I wanted to worry about was keeping track of the many phone calls, forms, and steps.  I know I'm not the only one who feels this way. 

Jules Simon, 

Strada Auto Repair Owner

After an accident on my business property, my machinery building was seriously damaged and repairs needed to begin immediately,  

Luckily, I hired NPC to manage the claim.  NPC did all the research, created a plan & made all the calls, allowing me to run my business.  The claim was resolved in 60 days.