Broker Check

Services & Pricing

Park Hill – Build

Best for mid-career individuals and families looking for a partnership in planning to assist with intentionally and gradually improving their financial situation over time.

What's Included:

  • Three Month Financial Planning Experience designed to streamline your complicated financial situation
  • Unlimited two-way communication (in person, email, phone, etc.)
  • Statement of financial purpose
  • Current State Analysis, including:
    • Employer benefits review and advice
    • Cash flow review and plan development
    • RSU and equity-based compensation analysis
    • Tax-planning review
    • Investment review and recommendations
    • Education plan review
    • Debt management review
    • Estate plan review and/or implementation guidance
    • Introduction to referral network of trusted CPAs, Estate Planning Attorneys, and Insurance Brokers, if needed
  • Goal setting and ranking with encore and/or financial freedom projections
  • Action items for next 90 days and beyond

$4,800 for 3 months (50% payable up front, balance due 90 days from initial meeting or when engagement is complete)*

Park Hill – Encore

Best for individuals and families within 10 years of retirement or are already retired

What's Included:

  • Includes everything from Park Hill - Build plus:
    • Retirement cash flow projection including RMD planning and tax-efficient investment account withdrawal strategies
    • Tax strategy optimization
    • Healthcare planning for before and after Medicare
    • Retirement Income (Social Security and/or Pension) benefits and filing age trade-off analysis
    • Guidance for wealth transfer and/or philanthropic objectives

$6,000 for 3 months (50% payable up front, balance due 90 days from initial meeting or when engagement is complete)*

*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 – Pro

Best Value! Concierge ongoing advisory service including investment management for individuals and families with at least $1,000,000 in investment assets.

What's Included:

  • Custom, transparent fees that are not always percentage based
  • Unlimited two-way communication (in person, email, phone, etc.)
  • Ongoing review and revision of financial plans created in “Park Hill - Build” and/or “Park Hill - Encore” programs
  • Ongoing tax-efficient and evidence-based management of investment accounts including trading, monitoring and rebalancing
  • Account performance reporting
  • Proactive tax planning including tax withholdings on retirement account withdrawals
  • Management fees pulled directly from investment accounts
  • Seamless coordination between trusted CPAs, Estate Planning Attorneys and Insurance Brokers

Custom Flat-Fee Pricing, based on complexity. Capped at $3,000 per quarter / $12,000 per year

Take the first step—Schedule a complimentary introductory meeting: