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Personal Financial Solutions

Ask us about our REALISTIC and ATTAINABLE personal solutions

Self-help advice is everywhere today. There is a virtual mountain of information available to consumers today on how to 'take control of your finances'. Although seminars and workshops can be valuable tools (we offer some ourselves...), not all of the solutions offered are necessarily workable for the average person. We at Bartley-Hathaway take a different approach to your personal financial situation - we sit down and talk with you about You.

Your financial situation is as unique as your fingerprints. No one can tell you how to handle your particular situation without really examining your current situation and where you want to be. Many people feel that they need to have money before they talk to a financial planner, but we feel very differently. Whether you have thousands in the bank or only two pennies to rub together we can help you reach your goals, whatever they may be.

Put our 40 years of combined experience to work for you. Contact us today to book an appointment to discuss your needs.

 
  1. Financial Counselling
  2. Income Tax Preparation
  3. Workshops & Seminars

Please browse our Forms and Tools section for self-help items such as cash-flow calculators, budget sheets, and debt reduction plans or contact us with your specific questons. We are here to help you meet your personal financial goals!

 
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