The right comprehensive financial plan can change your life forever.

It’s all about you… We do not take money under management or sell insurance or financial products.

We start with your goals and aspirations… Where you are now and where you want to go. Without a plan, you may never get there!

Your comprehensive financial plan embraces ALL aspects of your financial life.

We implement your plan in collaboration with a hand-picked team of professionals serving you.

We partner with you to measure progress and update your plan as your life unfolds.

Welcome to Hartwell Planning

Where we help you take charge of your personal finances

Together let’s make your financial well-being a top priority. Accomplish your cherished aspirations. Be ready for a rich retirement.

Fee-only Firm

We are a fee-only personal financial planning firm, so every recommendation is in your best interests. We do not sell investment or insurance products, nor do we take money under management, so there will be no hidden fees, masked charges, or conflict of interest.

Financial Planning

At Hartwell Planning, we offer the tools, knowledge, and resources to empower you to make financial decisions with ease and confidence. In our proven step-by-step process we lead with your goals and aspirations to create a financial plan that works for you.

Our Team

And we assemble a team of professionals according to your unique circumstances who interact with each other on your behalf in an efficient, cost-effective manner.

Let Hartwell Planning help make your future—and your legacy—a sound one. We are your trusted partner every step of the way.


“The guidance we receive from Sheila in all financial matters, is in OUR best interests and only OURS…not the best interests of a firm and not contingent on commissions and fees.”

Doris Ingber, Client

Get In Touch

930 Fifth Avenue, 5th Floor
New York, NY 10021