How it Works

Our process is built on
collaboration.

Without your input as to what matters most in your life at any specific time, it would be impossible to create a customized financial game plan and build the portfolio that meets your goals and brings your dreams to reality.

HFP follows a rigorous and disciplined fiduciary wealth management process. Our process provides a structured approach which allows for careful customization as your unique needs and situations dictate.

HFP's financial planning and wealth management process is corporate wide and available to all our clients – whether you prefer our Austin, Houston, or Charleston offices or elect to work entirely and securely online.

Our Process

Together, we define your needs, goals, and risk profile.

We identify the specific investments that align with and support your strategy.

We assess performance on a regular basis, making changes and refinements to your portfolio and strategy as needed.

We determine the appropriate allocation of assets to realize your particular objectives.

  • process

    Together, we define your needs, goals, and risk profile.

  • process

    We determine the appropriate allocation of assets to realize your particular objectives.

  • process

    We identify the specific investments that align with and support your strategy.

  • process

    We assess performance on a regular basis, making changes and refinements to your portfolio and strategy as needed.

As a Hamilton Financial Planning client, these areas are included in our agreement as are access to all the financial databases, research, and tools we use.

Wealth Management, when done correctly, consists of three unique but inter-related parts.

Financial Planning

The process of developing a comprehensive evaluation of an investor’s current and future financial state by using known variables to predict future cash flow, asset value, potential diversification and withdrawal plans.

Behavioral Planning

The combination of behavioral and cognitive psychological theory with conventional economics and finance. The intent of behavioral planning is to provide explanations of why people make irrational financial decisions and to help investors avoid them.

Investment and Wealth Management

The determination of what investment vehicles are most beneficial to meet the investor’s future goals and priorities in accordance with their unique timeline prerequisites.

Schedule a Сomplimentary
Face-to-Face Consultation TODAY!

If you’re unsure if you have enough saved to retire; when you can afford to retire, or how much more wealth you need to build in order to retire, we should talk. HFP is offering a no obligation 30 minute planning session designed to provide you with a high-level view of your financial forecast to answer these key questions.

Schedule a consultation TODAY!

to find out if HFP is a good fit for helping you meet your goals.