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