Services & Pricing
Park Hill Financial Planning
Best for individuals and families looking for a thoughtful, action-oriented planning partnership designed to help them feel more confident about their finances today and into the future
What's Included:
- 12-week Financial Planning Experience designed to help you understand and take control of your complicated financial situation
- Week 1: Life-Planning Focused Session (90-minutes, ideally in person)
- Week 2: Financial Focused Session (60 - 90-minutes, zoom)
- Weeks 3 – 10: Weekly Financial Planning Deliverable Reviews (45-60 minutes, zoom)
- Deliverables are primarily snapshots or reports pulled from financial planning software with supporting educational content
- Weekly meetings ensure that we cover each topic in depth and keep both sides on task.
- Items typically covered in weekly deliverables (in no particular order):
- Statement of Financial Purpose + Current State Analysis
- Cash Flow, Debt & Budget Analysis & Projections
- Equity Based Compensation Review and Strategy (if applicable)
- Employee Benefits Review + Planning
- Retirement Income Planning (if applicable)
- Estate Planning Review + Implementation Guidance
- Insurance Review & Recommendations
- Tax Planning Review, Projection & Withholdings Analysis (ie Roth Conversions, Estimated Tax Payments, etc.)
- Investment Review & Recommendations
- Guide on how to use my firms’ financial planning software (eMoney Advisor & Elements) as you get to keep your client access to these systems after our engagement ends
- Weeks 11-12: Final Plan Presentation + time to go deeper/expand on any topics above
Pricing:
$7,500 Per Engagement (50% payable up front, balance due at completion of engagement)*
*At the end of any Financial Planning Engagement, client may choose to continue with Ongoing Financial Planning & Investment Management services OR continue project-based planning only at a rate of $400 per hour.
Park Hill Ongoing Wealth Management
Concierge Ongoing Wealth Management service including investment management for individuals and families with at least $1,500,000 in investment assets.
What's Included:
- Fully personalized financial plan with ongoing review and iteration
- Unlimited two-way communication (in person, email, phone, etc.)
- Ongoing tax-efficient and evidence-based management of investment accounts including trading, monitoring and rebalancing
- Account performance reporting
- Proactive tax planning
- Management fees pulled directly from investment accounts
- Seamless coordination between trusted CPAs, Estate Planning Attorneys and Insurance Brokers
Pricing:
Custom Flat-Fee Pricing, based on complexity.
Capped at $3,750 per quarter / $15,000 per year