Get Your Custom Financial Plan for a Flat Fee
Comprehensive plan can be delivered in as little as 3 weeks
How it works:
1. Schedule a Free Get-Acquainted Call
Click the button above to book a no-cost 30-minute call. We’ll discuss your current situation, goals, and concerns to see if we’re a good fit.
2. We Begin the Planning Process
If we agree to work together, we’ll sign a simple agreement and you’ll send over your financial documents (account statements, tax returns, etc.). This is when we begin to build the financial plan.
3. Collaborative Planning Meetings
We’ll meet (via Zoom or in person) to review your full financial picture, discuss your goals, and address any challenges. Most clients need 2–4 meetings. You set the pace — we move as quickly or as slowly as you like.
4. Receive Your Custom Financial Plan
Once complete, I’ll present your comprehensive plan with clear recommendations. We’ll review it together, make any changes you’d like, and deliver the final version.
What you get:
Our financial plans are comprehensive and cover your whole financial picture, this includes:
Cash Flow Planning – Understand your spending, saving, and income needs
Retirement Planning – Make sure your money lasts through retirement
Tax Planning – Strategies to reduce taxes now and in the future
Investment & Risk Management – Review and optimize your portfolio
Estate Planning – Protect and transfer your wealth efficiently
Education Planning – (if applicable) Help with college savings goals
Plus any other specific concerns or goals you want to address
You’ll receive a professional written plan with personalized recommendations tailored to your unique situation.
Who I am:
Scott Hamilton, CFP®
Fee-Only Fiduciary in
Austin
I’ve built more than 250 comprehensive financial plans and helped over 300 clients and their families achieve greater clarity and confidence with their money. With more than 15 years of experience as a financial advisor, I hold the CFP® (Certified Financial Planner™) designation and earned my MBA from Pepperdine University.
Why I do it
As a fee only financial planner, I am not paid on any sales of products to you, meaning all of my recommendations to you are truly what is best for you. My goal as a financial advisor is to help as many people as possible, I believe that a financial plan is a great step towards financial freedom and retiring with dignity.
FAQ:
Q: How long does the whole process take?
A: The whole process can take as little as three weeks. Plans are completed at your own pace, you set the frequency of the meetings. We typically have 2-4 meetings depending on complexity.
Q: Is this really a flat fee? Are there any hidden costs?
A: Yes — it’s a true one-time flat fee of $2,500. There are no hidden fees, no assets under management (AUM) fees, and no ongoing costs unless you later choose to hire us for ongoing management.
Q: Do I need to be in Austin to work with you?
A: No. While I’m based in Austin, I work with clients across Texas and the U.S. via Zoom. The process works very well remotely.
Q: What if I already have a financial advisor?
A: Many clients come to us for a second opinion or a one-time comprehensive plan. We’re happy to review your current situation and give unbiased recommendations.
Q: Is this a good fit if I’m nearing retirement or already retired?
A: Yes — this is actually one of the most popular times for this service. We help with RMD planning, QCDs, Social Security optimization, Medicare decisions, and making sure your money lasts.
Q: What happens after the plan is delivered?
A: You’ll receive the complete written plan with clear action steps. You can implement it yourself, take it to your current advisor, or choose to work with us ongoing if you’d like.
Q: How do I get started?
A: Just click the button above and schedule a free 30-minute get-acquainted call. There’s no pressure — we’ll talk about your situation and see if we’re a good fit.
