 
At Hartwell Planning, we believe that goals and aspirations are the centerpiece of one's life and the place to begin realizing one's greatest desires. If you don't plan your goals, you may never achieve them!
Our clients become clients for life and have special privileges with Hartwell Planning:
Unlimited e-mails. Telephone calls are free for each first fifteen minutes.
A one-hour annual meeting is also free. This helps us stay on top of all aspects of our clients' affairs and it helps us monitor clients' progress toward goals.
Our newsletter, Let's Be Brief, helps keep clients abreast of topical issues throughout the year.
We offer several plan options tailored to your needs and circumstances:
Comprehensive Personal Financial Plan
A thorough analysis and planning of all aspects of your personal finances—net worth, cash flow, debt management, and budgeting; year-round tax planning; education, insurance, investment, retirement and estate planning.
Click here for details.
Complete Personal Financial Plan
For those who want a comprehensive financial plan but have fewer financial planning issues to resolve.
Click here for details.
Basic Personal Financial Plan
For young couples and those with a simpler financial picture but who want to get a better handle on their finances.
Click here for details.
One-Time Consultation by the Hour
If you have questions or concerns about your financial situation but aren't ready to sign up for a personal financial plan, a private, confidential consultation provides the forum to discuss those gaps in your personal finances.
Educational Workshops
Hartwell Planning conducts educational workshops on popular financial planning topics:
"Financial Planning for Young Families"
"How to Get Out of Debt and Stay Out"
Our Door is Always Open
We cherish our clients and want to be sure "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. Clients' appointments are always given priority treatment.
Plan Options
Comprehensive Personal Financial Plan
- We incorporate your unique circumstances into one cohesive whole.
- Emphasis is given to your goals and aspirations—what you want to achieve in your life—these become part of the fabric of your customized financial plan.
- Includes three one-on-one meetings.
- Detailed written quantitative and qualitative report presented in easy-to-read format.
- Final report will include next steps for implementing your plan.
- A team of advisors is assembled around you to provide his/her expertise and interact with each other.
- Efficient, cost effective results.
Complete Personal Financial Plan
- Special emphasis on identifying your goals and aspirations, which we weave into your plan.
- Includes a written quantitative and qualitative report, similar to but simpler than presented in the Comprehensive Plan.
- Final report will include next steps for implementing your plan.
- A team of advisors is assembled appropriate to your needs.
- Efficient, cost effective results.
Basic Personal Financial Plan
- Includes an initial confidential meeting to identify problems, goals, and aspirations.
- Design of basic financial documents—to understand where you are starting, where you are going; how to manage debt; and a future-oriented balanced budget process that puts you on the path to realizing your goals and aspirations.
Contact us today to find out which plan or workshop is best for you. All information will be held in the strictest confidence. Email: or telephone: (212) 772-8654.
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