"What happens to my family if something happens to me?" - Ensure your loved ones are protected
"What happens to my family if something happens to me?" - Ensure your loved ones are protected
"How can I pay less in taxes?" - Discover legal strategies to keep more of what you earn
"Am I saving enough for retirement?" - Get clarity on your retirement readiness
"Are my investments working hard enough?" - Optimize your portfolio for better returns
Common Financial Concerns We Address
• Leave money on the table through missed tax strategies
• Pay unnecessary fees that eat into your returns
• Have insurance gaps that could devastate your family
• Miss investment opportunities that match your goals
• Lack a clear roadmap for achieving financial independence
Why Most People Miss Financial Opportunities
Without regular financial check-ups, it's easy to:
• Complete review of your current financial picture
• Analysis of income, expenses, assets, and debts
• Identification of strengths and improvement areas
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Your Personal Wealth Check-Up Session
• Clarify your short and long-term financial objectives
• Assess whether your current strategy supports your dreams
• Create actionable timelines for achieving your goals
• Tax optimization strategies for your specific situation
• Investment improvements and portfolio enhancement
• Expense reduction recommendations without sacrificing lifestyle
• Insurance coverage review and recommendations
• Estate planning essentials for your family situation
• Emergency fund and risk management strategies
• Clear, prioritized steps to improve your financial position
• Quick wins you can implement immediately
• Long-term strategies for building sustainable wealth
A 60-Minute Comprehensive Financial Review Designed to Optimize Your Money and Maximize Your Future
Essential Check-Up - Perfect for Getting Started
Investment
297
$
• 60-minute comprehensive financial review
• Basic action plan with top 3 priorities
• Resource list for DIY implementation
• Email follow-up with session summary
Ideal for: Young professionals, families with household income under $100K, or anyone wanting to establish a solid financial foundation
Choose Your Wealth Check-Up Level
Comprehensive Check-Up - For Serious Wealth Builders
Investment
597
$
• 90-minute in-depth financial strategy session
• Detailed written action plan (10-15 pages)
• Tax optimization analysis
• Investment portfolio review
• 30-day follow-up consultation
• Priority access to future sessions
Ideal for: Established professionals, business owners, families with household income $100K+, or those with complex financial situations
Executive Check-Up - For High-Net-Worth Individuals
Investment
1297
$
• 2-hour comprehensive wealth strategy session
• Advanced tax planning strategies
• Estate planning review and recommendations
• Investment and asset protection analysis
• Written comprehensive financial plan (20+ pages)
• Quarterly check-in calls for one year
• Coordination with your existing advisors
Ideal for: High earners ($250K+ household income), business owners, executives, or families with significant assets
Tinu brings exceptional depth through her Master's degrees in Technology Management and Business Administration (MBA), complemented by professional certifications including PMP and SAFe SPC. Her extensive Fortune 500 experience as a Senior Portfolio Manager, combined with her commitment to staying current with evolving financial trends and global market dynamics, enables her to deliver sophisticated insights for clients at every wealth level.
As a certified Family Mediator, Tinu skillfully navigates family financial dynamics, helping couples and families align on money decisions and create strategies everyone can embrace.
• No Judgment Zone: Whether you're starting with $1,000 or $1 million, you'll receive the same professional respect
• Practical Strategies: Real-world advice you can actually implement
• Cultural Sensitivity: Special expertise with immigrant families and diverse financial backgrounds
• Holistic Approach: Considers your values, family dynamics, and life goals—not just numbers
Wealth Creation Strategist
I’m Tinu Hamilton
Why Clients Choose Tinu:
✅ Pre-Session Questionnaire: Streamlines your session time for maximum value
✅ Confidential Financial Review: Secure analysis of your complete financial picture
✅ Personalized Recommendations: Strategies tailored specifically to your situation
✅ Resource Library: Access to tools, calculators, and educational materials
✅ Implementation Support: Guidance on next steps and recommended professionals
Your Wealth Check-Up Includes:
All sessions conducted via secure video conference or in-person (Houston area). Flexible scheduling available including evenings and weekends.
Stop wondering if you're on the right track. Get the clarity and confidence that comes from a professional financial review.
Limited Spots Available: To ensure quality attention, a limited number of Wealth Check-Up sessions are available each month.
Choose Your Wealth Check-Up Session:
Ready to Optimize Your Financial Future?
Frequently Asked Questions
Perfect! The earlier you start optimizing your finances, the more time compound growth has to work in your favor. The Essential Check-Up is designed specifically for people building their first $100K.
Absolutely. Think of this as a second opinion or complement to your existing advisor. Many clients use insights from their Wealth Check-Up to have better conversations with their current advisors.
Completely confidential. Your information is never shared, and all sessions are conducted in secure environments with the highest privacy standards.