Financial Planning Made Simple

Let us help remove the complexity, jargon, and stress associated with financial planning and investment management. We are strong believers in the concept of keeping-it-simple, an approach that usually outperforms overly complex and costly solutions.

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Welcome to Hamilton Financial Planning!

We designed this firm with you in mind, to help you achieve your financial goals in a process that is direct, transparent, modern and affordable. We provide one-on-one personal service to truly understand your ideas, concerns, and plans. We then build a custom plan to achieve your goals for savings, retirement, college, investments and gifting strategies.

DIRECT

You appreciate a direct, honest, no-nonsense, professional manner with your team, so do we.

TRANSPARENT

Our processes, pricing and procedures are clear.

AFFORDABLE

Our pricing structure is affordable and fair.

MODERN

We are virtual, paperless and mobile, maximizing effectiveness.

Services

Financial planning

  • We offer you an all-inclusive financial planning model with unlimited opportunities for financial and investment planning, modeling, discussions, and reviews.
  • The modeling is real-time; we work with you to build a realistic model of your future and test various scenarios for success.
  • Our advisement is comprehensive, covering retirement planning, college saving, tax strategies, and legal and insurance reviews.
  • Our ultimate objective is to help you achieve your financial dreams.
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Investment Management

  • We offer full-service investment management assistance that handles every aspect of your financial needs. This includes account opening, rebalancing to reviews, and performance discussions.
  • We recommend Dimensional Fund Advisors (DFA), which are very high quality and moderately priced mutual funds.
  • DFA focuses on academic analysis, not the latest fads to help you achieve your financial goals.
  • We help you leverage behavior finance theories to maximize your long-term returns. We also leverage the latest research for tax alpha and other strategies to help you reach your goals.
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Our Beliefs

Help our clients achieve their financial goals, providing a world-class customer experience at ultra-low costs.

Our Values

Financial advice should be available to everyone, with no minimum asset requirements, and advisors should provide a direct and transparent process, leveraging technology to continually reduce costs by scaling and increasing efficiency.

Our Affiliations

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