Call us today!

Phone: (512) 498-PLAN (7526)

About Us

PlanningWork$ delivers personalized investment advice through an extensive financial planning and investment strategy process designed to help clients assess their current financial situation, analyze their life goals and implement sound, long-term strategies.

Founded in 1999, Lisa Allen and Mikiel Featherston joined forces to define a unique approach to wealth management. Both have a long history in the financial planning industry and have watched it change over the last 20 to 25 years. They agreed there needed to be something more for people and businesses looking to manage and secure their wealth. PlanningWork$ does just that by offering clients a multi-disciplined wealth management practice; a single platform through which all of a client’s financial matters are managed, including assets, private documents, financial and estate plans, and retirement and cash flow models.

Life and Business Strategies...Start the Journey

CONTACT US: 2700 Via Fortuna Suite 100 • Austin, TX 78746 • (512) 498-7526
Fax (512) 684-8519 •

Investment Advisory services offered through, Waterloo Capital, L.P. a SEC Registered Investment Advisor. Securities offered through Calton & Associates, Inc. Member FINRA/SIPC OSJ 2701 N. Rocky Point Dr., Suite 1000, Tampa, FL 33607 (813) 605-0918 Waterloo Capital, L.P., PlanningWorks, Inc. and Calton & Associates, Inc. are separate entities.

A Registered Representative may only transact business in states where they are registered, or exempt from registration. Currently we have Representatives registered in CA, CO, FL, GA, IL, MN, MO, NE, NM, OH, PA, SC, and TX. If your resident state is not listed, please contact us at Under normal circumstances, securities licensing procedures for additional states may take 24-72 hours. We will not effect or attempt to effect securities transactions, or provide personalized investment advice to, or communicate directly with residents in a state in which a Representative is not registered.


Website Design For Financial Services Professionals | Copyright 2020 All rights reserved