Office: 215.962.3744
| STREAM MEMBER | CREEK MEMBER | RIVER MEMBER | |
| Monthly Podcast (2nd Monday of Month) | Y | Y | Y |
| Monthly Office Hours Calls (3rd Thursday of Month) | Y | Y | Y |
| Personal Planning Website with Tasks | Y | Y | Y |
| Online Document Vault | Y | Y | Y |
| One Page Post Meeting Plan | X | Y | Y |
| Annual Goals Assessment | Y | Y | Y |
| Annual Risk Tolerance Assessment | Y | Y | Y |
| Vendor List | Y | Y | Y |
| Quarterly Newsletter | Y | Y | Y |
| 24-Hour Response on Inbound Communication* | Y | Y | Y |
| Priority Response on Inbound Communication | X | X | Y |
| Discretionary Investment Management** | at 1%/Annualized | at 1%/Annualized | at 1%/Annualized |
| Private In-Person Meetings/Year*** | 1 | 2 | 4 |
| Private Formal Calls or Streaming Videos/Year | 2 | 4 | 6 |
| Invitations to Client Events/Year | 1 | 2**** | 4**** |
| 401K/403B/Deferred Compensation Review | Semi-Annual | Semi-Annual | Quarterly |
| Annual Client Retreat | X | X | Y |
| Cost | $49/Month | $99/Month | $299/Month |
| Ask about our Blue Ocean Program ($1,000,000 Minimum in Investments with Neshaminy Creek Advisors). |
| * Inbound Communication includes voice mail, text, or email and must include a specific question to answer. |
| ** 1% Annualized on 1st $1,000,000. 0.75% Annualized for assets above $1,000,000. |
| *** Distance permitting. Long distance clients (more than 3 hours away by car) will get more private calls or streaming videos. |
| **** One event that is exclusive to your membership level. |