The most common way to work with me as a client is on an one-on-one basis. I manage my clients investments (Retirement accounts, brokerage accounts, etc.) on a discretionary basis and provide ongoing financial advice to move you towards your personal and financial goals.
Some of my clients only work with me on the investment side.
Discussions will take place to prioritize your goals to know what to tackle and in what order and how best to go about doing that.
We create mini-plans together that can be implemented quickly. I may refer you to subject experts to help provide further support. These referrals (mortgage, insurance, accountants, etc.) are not part of Neshaminy Creek Advisors, but a team of experts that I have assembled to provide other services that you may need to accomplish your goals.
These mini-plans will be supported and tweaked through follow-up emails, videos, and in-person meetings
In addition, Patrick has made a Fee-Only pledge. What this means is that Patrick collects no commissions from outside vendors. Neshaminy Creek Advisors only revenue is from the fees charged to clients.
I charge a percentage fee for investment management and these mini-plans. If you need additional special project support I may charge an hourly fee, There are no investment minimums that need to be met; just be open, kind, and have a long-term scope.
