Who We Are

We help Baby Boomers align their values, visions, and goals to create a comprehensive financial plan including investment Management.

 

Financial Planning Services

Financial Planning Overview

 

“If you don’t know where you are going, you’ll end up someplace else.”  Yogi Berra

Everyone needs a comprehensive financial plan to map their future.  We are planning driven and planning is the foundation of any investment strategy.

The financial planning process is broken into 3 phases.

 

The Financial Planning Process

Built on collaboration.

Here’s a brief overview of the steps you can expect when you work with us:

Phase 1: Quantify Goals

In order to effectively advise you on important financial decisions, we need to determine the frequency, duration and amount tied to each goal. Some examples include:

How much you spend on your car (maintenance, insurance, etc.)
How long you drive your car (one year, five years, etc.)
How often you replace your car

Phase 2: Define Facts

In the beginning of our relationship, we’ll create your net worth statement: a comprehensive listing of all your assets and liabilities. This statement will serve as the foundation of your financial plan.

Phase 3: Build Model

A collaborative and interactive process, this phase involves a deep discovery into your wealth’s ultimate potential. As your personal and professional affairs evolve, we will revisit our recommendations and make adjustments as needed to help make sure your plan is optimized at all times.

What You Can Expect

At Hamilton Financial Planning, we pride ourselves on being:

Fiducially honest

We understand that money can be a sensitive topic. However, that doesn’t mean we’re going to sugarcoat things. At the end of the day, we are your trusted financial advisor; a job we take very seriously. The more direct and upfront we are with you, the better your outcome will be.

Brutally Transparent

There are no secrets when you work with us. From our fees to our history, we’ll provide you with all the information you need to entrust us with your finances. We encourage you to ask us whatever questions that come to mind so we can help alleviate your concerns.

Refreshingly affordable

As a fee-only firm, we have no hidden fees. Never try to up-sell. And get zero commission from the products and services we recommend to you. We value being a cost-effective alternative in the marketplace because we believe everyone deserves financial planning guidance.

Why We Use Dimensional Fund Advisors (DFA)?

 We use DFA because they take a less subjective, more systematic approach to investing. By drawing information about the market’s expected returns, DFA allows markets to do what they do best — drive information into prices — thus giving DFA more opportunities to capitalize on where they have an advantage. DFA’s core strength: their academic orientation, which helps them remain focused on the objective at hand.

 

What Sets Dimensional Fund Advisors (DFA) Apart?

Proven Investment Performance

When compared to both their mutual fund competitors and relevant market benchmarks.

Time-Tested Strategies

That focus on “tilting” portfolios toward market segments that offer higher potential returns.

Unparalleled Risk Management

Based on broad diversification, mitigating risks such as holding too few securities or betting heavily on specific industries.

Efficient Trading

As a liquidity provider to more eager traders in the marketplace and prominent influence on small-cap markets.

Meet the People of Dimensional Fund Advisors (DFA)

David Booth

David Booth

Founder, and University of Chicago alumni

Namesake of Booth School of Business
faculty member

Robert Merton

Nobel Laureate 1977

DFA Resident Scientist
Eugene Fama

Eugene Fama

Nobel Laureate 2013

Founding Board Member
Myron Scholes

Myron Scholes

Nobel Laureate 1997

Founding Independent Director
faculty member

Merton Miller

Nobel Laureate 1990

Founding Independent Director

Founder and Financial Advisor

Scott Hamilton Financial Advisor Austin Tx

Scott Hamilton, CFP ®

Founder & Chief Financial Officer

With over two decades of financial management experience, I’ve worked at innovative startups, as well as Fortune 500 companies such as Exxon and Dell, where I worked as a senior principal consultant and product manager. I am licensed to do business in Texas, Louisiana, Florida and South Carolina and have a master’s degree in international finance from Pepperdine University.

A native Texan, my experience ranges from working in the oil, gas and technology fields to managing people’s assets for over 20 years — designing more than 250 financial plans throughout my career. Decoding the many intricacies involved in the financial modeling and investment management process is what I do best: providing my clients with the tools and insight they need to achieve their financial goals.