Hartman Financial Planning

read moreHartman Financial Planning is not affiliated with any bank, brokerage firm or insurance company. As an independent Fee-Only firm, we work solely for our clients. All prices are disclosed up front. Only 1% of the nation's financial planning firms operate in this manner. We will help you get your finances in order including developing a sustainable budget together, if needed. We can provide an overall financial plan reviewing all areas of your finances, A la Carte advice for a specific need such as IRA rollovers, does that annuity I'm being sold really make sense, or just a second opinion.

read moreHartman Financial Planning is a financial planning and Registered Investment Advisory firm registered in Glendale, California. The Santa Clarita office serves clients in Canyon Country, Newhall, Saugus and Valencia, Californa. The firm is a values based, fee-only financial planning practice that provides financial advice on an as-needed basis to individuals, families, and small businesses. Flexible services allow you to select the program that makes sense to you. One-time or periodic consultations are provided at reasonable hourly rates.

read moreAs a fiduciary, the Financial Advisor is required to act with undivided loyalty to the client. This includes disclosure of how the Financial Advisor is to be compensated and any corresponding conflicts of interest. Hartman Financial Planning is one of a select group of planners that meet this high standard of conduct. Selecting an appropriate financial advisor can be one of the most important financial decisions you will make. Some "planners" or "advisors" are really sales people that will sell you products that earn them large commissions, while incidentally providing "planning".

read moreTake a trip with your financial soul mates! Learn about your money personality and how it affects your financial decisions when life happens! Learn how to set financial goals that inspire you! Get out your GPS! Learn where you are on the map financially and can see if you are on track. Also address debt issues if you have them. Get ready to send your kids (or yourself) to new heights with our college planning workshop.

read more1. Please tell me about the financial planning process. Financial planning is a multi-step process that provides you with two important things: (1) An in-depth review of your current financial situation, and (2) a blueprint that shows you how to achieve your goals and objectives for the future. At Hartman Financial Planning, the financial planning process consists of seven distinct steps (see 7 Steps to Success for details on our unique financial planning process). It is important to remember that financial planning is a process.