Client Center - Track Your Finances

Client center for Scott Hamilton, a Certified Financial Planner with offices in Austin and Houston, Texas.



Financial Planning

Financial Planning and Modeling
Budgeting and Transactions
Vault for Financial Planning Document and Reports


Schwab Alliance

Custodian for your investments
Statements and Tax Statements


Financial Reporting

Overview – One Page Portfolio Summary
Accounts –Detailed Reporting at the Account level
Vault – Document Storage
Shared Files
Quarterly Reports and Billing Statements
Annual Review
Ability to securely upload documents
Custodian Documents
Tax Statements from TD Ameritrade
Monthly Statements from TD Ameritrade