Client Center - Track Your Finance

Client center of the Certified Financial Planner Austin Houston Texas.



Financial Planning

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

TD Ameritrade

  • 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