Office: 215.962.3744
Patrick@neshaminycreekadvisors.com
Office: 215.962.3744
Patrick@neshaminycreekadvisors.com

SPECIAL PROJECTS

On a limited basis, I am available for one-time special projects to provide advice or action on a specific topic or project. Should a project lead to a more permanent, on-going client relationship, offsetting fee reductions can be made available.

 Special Projects Can Range from $250 to $5,000 depending on complexity and time consumed

EXAMPLES OF SPECIAL PROJECTS CAN INCLUDE BUT ARE NOT LIMITED TO:

INDIVIDUALS

Budget Setup

College Planning

529 Selection

401k, 403b, 457 Selection

Creation of Family Foundation/Trust

NONPROFITS/FIRE COMPANIES

RFP Creation and Oversight

Retirement Plan Creation

Board Education

Endowment Fund Creation

Financial Reserve Creation

Review of Purpose

Creation of Scholarship/Grant Foundation