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Phone: (512) 498-PLAN (7526)

Team News

Happy Thanksgiving!

Wishing you and your family a Happy Thanksgiving from your PlanningWorks Team!


World Golf Championships

PlanningWorks having fun with friends at the 2016 World Golf Championships!

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Wrap Party

We had a blast helping wrap gifts with friends at our Gift Wrapping Party - hosted by Lisa Allen & Laura Featherston

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Staff Summer Fun!

The PlanningWorks staff and friends had a blast seeing Earth Wind & Fire and Chicago at the Austin360 Amphitheater

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T-Man Reunion

Mikiel Featherston attended The University of Texas at Austin Football Letterman’s Reunion the weekend of April 18th – here he’s pictured with current UT head football coach – Charlie Strong. He is also pictured with the oldest living T-Man – John Henderson – age 102(!) who graduated in 1945.  Although he seldom talks about his prior life’s achievement, Mikiel was a 4 year (1972-1976) UT scholarship football player lettering in 1975. Hook ‘em!

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PlanningWorks supports Amplify Austin

We want to remind you of Amplify Austin's 24-hour fundraising day starting TOMORROW at 6:00pm. The goal is to raise $7 million in 24 hours for Central Texas nonprofits!
Sometime between 6:00pm on Thursday, March 5th and 6:00pm on Friday, March 6th, please:
•    Go to Amplify Austin
•    Select your favorite nonprofit, searching by name or category
•    Make a donation to your favorite nonprofit
•    Enter your credit card information on the secure site - any amount helps
•    All donations made on Amplify Austin are 100% tax deductible 
•    Feel great about supporting our Central Texas community

We also wanted to remind you that you can also go online anytime before 6:00pm tomorrow and schedule your donation through the Amplify Austin homepage!
If you have more questions, please check out the FAQs page.
Community support is a key focus for Lisa, Mikiel & the PlanningWorks team, here are some of our favorites:
Impact Austin
Mobile Loaves and Fishes
The Junior League of Austin's FIT - Food In Tummies Program
Sammy's House
...and many more
Thank you for your help, let's support our Central Texas nonprofits together through Amplify Austin!

Tee Up 2015 at TopGolf Austin!

PlanningWorks hosted a special event at TopGolf Austin which included a "Scorecard" on the new year, birdies & BBQ!

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Storytime with Clint Greenleaf

Storytime, piggy bank decorating & cookies were enjoyed by all! Austin author Clint Greenleaf read his book Give, Save, Spend with the Three Little Pigs at PlanningWorks’ party on August 15. His book helps children learn about money in a fun way. Click to view photos!




Annual Gift Wrap Party

Our guests had a wonderful time wrapping presents, sipping Poinsettias and socializing at our annual Gift Wrap Party, hosted by Lisa Allen, Sharon Hillhouse and Laura Featherston!

We collected more presents than ever before for our Blue Santa donation as well - nice job ladies!

See below for some pictures from the party - enjoy!








PlanningWorks 2013 Half-Time Report

Click here to see slides: 2013 Half-Time Report.pdf

We thank our special guest speaker, Mike Stanfield – CEO of VSR Financial Services. Great discussion and his analysis of the events that took place in the first half of 2013, and how these events may possibly impact the remainder of the year.


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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.

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