A little clarity.
A more confident next step.

If you’re getting to know Greenhill, start with a complimentary 15-minute Financial Clarity Call. We’ll talk about what brought you here, explain your options, and explore whether we’re a good fit. It’s an introduction, without an obligation to continue or personalized financial recommendations.

Have a focused question? Consider a Financial Strategy Session. Ready for a broader look at your finances? Choose our Complete Financial Plan. You do not need to book every option in sequence.

A 60-minute, $200 meeting to discuss your priorities, identify planning questions, and outline possible next steps.

It’s a focused conversation. A complete written plan, detailed projections, specific portfolio recommendations, and implementation are outside this session’s scope.

Our flagship planning service brings your finances together around your goals. The standard $1,500 engagement includes an initial planning meeting, analysis and plan development, and a meeting to walk through your plan.

Depending on your needs and agreed scope, we may address retirement, cash flow, savings and debt, investments, tax considerations, insurance, and estate-planning coordination.

This is a one-time planning project. Ongoing updates, investment management, and implementation are separate services.

Yes. Ongoing Complete Planning combines financial planning, implementation support, and investment management in an ongoing relationship.

It includes an opportunity for a comprehensive planning review at least annually, with additional support based on your needs and circumstances. A separate project-based plan is not automatically required first.

Yes. Our separate Investment Management service focuses on your investments and the accounts covered by your agreement. Comprehensive financial planning is not included.

We’ll help you understand the difference between investment management and ongoing complete planning so you can choose the scope that fits.

Fee-only means Greenhill is paid by clients for advisory services. We do not earn commissions from selling investment or insurance products.

Yes, we act as a fiduciary when providing advisory services. That means putting your interests first within the scope of our engagement. Fee-only does not eliminate every potential conflict; our firm brochure explains material conflicts and how we address them.

Ongoing Complete Planning and separate Investment Management use asset-based advisory fees. We’ll explain the applicable schedule, what it includes, and any additional costs before you engage us.

Depending on your accounts, separate platform, custodian, fund, or other third-party expenses may apply. The service agreements and disclosures provide the details.

A $200 credit is available toward an eligible Complete Financial Plan engagement within 60 calendar days of your Financial Strategy Session. If the credit applies, the standard plan’s remaining fee is $1,300.

The credit is subject to the applicable agreements and does not apply to divorce planning or investment management. Contact us if you need help applying it when booking.

Booking and payment reserve your appointment or planning engagement. You can review the applicable agreement and disclosures before paying. We then send the agreement for electronic signature; advisory work begins after it is signed and accepted.

Cancellation, rescheduling, and refund terms depend on the service. Please review its agreement before booking.

We offer meetings by appointment in Vermont, as well as virtual and phone meetings. Check the scheduling page for the formats available for your selected service.

If you live outside Vermont, we’ll confirm whether we can serve you in your state before beginning an engagement.

For a Clarity Call, bring your main questions, what you’d like help with, and any important deadlines. You don’t need a complete financial file to get acquainted.

For paid planning, we’ll explain which information is needed for your engagement and how to share it securely. Please do not send account passwords, Social Security numbers, or sensitive financial documents by text or ordinary email.

Your investment accounts are held through the independent custodian or platform identified in your account documents. Greenhill works with Altruist and Betterment; Greenhill does not physically hold your money or securities.

Use the provider associated with your account to view holdings, balances, transactions, and official statements. Cash arrangements can vary by account; your provider’s documents identify the applicable bank or custodian.

• Altruist or Betterment: access your investment accounts and official account records.
• RightCapital: access your financial plan and planning information, when included in your engagement. It does not hold your investments or cash.

All three login options are on the Client Portal. Access to planning software after a one-time project does not, by itself, include ongoing advice or plan updates.

Use our current-client scheduler to choose a 30- or 60-minute meeting and an available time. You can also reach it from the Client Portal.

No. We can address tax and estate considerations as part of the financial planning scope we agree on, and coordinate with your tax and legal professionals as appropriate.

Tax-return preparation, legal advice, and drafting documents such as wills or trusts should be handled by the appropriate qualified professionals.