A Customized Personal Financial PlanThe Key to Your Success
How We Work
We welcome telephone calls from anyone and everyone. The caller can rest assured that the conversation is strictly confidential and complimentary. We are a referral-only firm where our referrals come largely from satisfied clients, estate attorneys, investment advisory firms, insurance agents and accountants. We offer a 20-30 minute telephone consultation to help us understand your situation and to answer your questions. If we can answer all the questions in the allotted time frame – great! Happy to do so. If not, we will suggest you come in for an in-person meeting. We email you a Confidential Questionnaire, which you fill out in advance and bring to the meeting. It is our agenda.
Continuing Client Support
Our clients become clients for life and have special privileges with Hartwell Planning. The door is open for them always for follow-up meetings, especially when there is a life change such as a marriage, new baby, divorce, death or even in-laws moving in.
“With two MBAs between us, my wife and I knew the concepts and could do the math. We just couldn’t put the whole package together – budgeting, housing, investments, retirement, etc. – in any actionable way. Sheila Hartwell of Hartwell Planning used our life goals as a way to focus our priorities and decisions, rendering a plan that we understand, buy into and can execute.”
– Jon Powell, Corporate Executive
Plans and Services
We offer several plans that are tailored to each client’s unique situation. They range from The Hartwell Planning Platinum Plan, for the discriminating busy individual or couple with many complex issues to resolve, to The Hartwell Planning Platinum Family Plan, a comprehensive plan for multi-generation families, to The Hartwell Planning First-Step Plan and everything in between.
We also offer consultations by the hour to resolve specific issues. We provide educational workshops and seminars on the following topics:
- Are you financially ready to retire?
- Financial planning for young families
- How to get out of debt and stay out.