Heartwell Advising, LLC
Rewrite Your Money Story. Achieve Your Financial Goals.
About Heartwell Advising, LLC
Everyone has a money story—you just may not realize it. While the math of dollars and cents might seem straightforward, there is a remarkable amount of emotion tied up in one’s finances. At Heartwell Advising, LLC, we understand that personal finance involves feelings and knowledge gaps that can hold you back from achieving your financial goals or living your best life, regardless of how much money you have. Our mission is to help educate and empower you to successfully manage your money in alignment with your personal values.
We provide personalized consultation on comprehensive financial planning, philanthropic giving planning, tax preparation, and future tax planning. Whether you’re just starting your first job, looking to give back to causes you care about, planning for retirement, managing debt, or trying to understand your tax situation, we’re here to help you navigate these challenges. Together, let’s rewrite your money story and achieve your financial goals. We do NOT manage investments or provide investment advice—we focus on holistic financial and philanthropic planning tailored to your unique circumstances.
Our Services
Comprehensive Financial Planning
Personalized financial planning services to help you manage budgeting, debt, savings, and overall financial strategy. We work with you to understand your complete financial picture and create a roadmap aligned with your personal values and life goals.
Tax Preparation and Planning
Professional tax preparation and future tax planning services to help you understand your tax obligations and minimize your tax burden. We help you avoid surprises and develop strategies to optimize your tax situation year after year.
Philanthropic Giving Planning
Strategic guidance on charitable giving and philanthropic planning to help you find purpose and meaning through supporting causes you care about. We help you maximize the impact of your charitable contributions while aligning them with your financial goals.
About Suzy
I have a lifetime of experience managing my own finances. Three years ago I decided to pursue financial and philanthropic advising as a second career; after leading quality, performance improvement, and analytics teams in public health and healthcare for many years. Since then I have prepared tax returns for hundreds of clients and extensively studied and practiced financial planning concepts. I continue to do volunteer tax preparation through AARP Tax Aide. I am grateful to be learning from so many practicing financial planners and philanthropic advisors who are truly the best in the field. I have been an active member of the Financial Planning Association (FPA) of Austin, and now the FPA of Michigan, where I serve on the Board of Directors and as Chair of our Women and Finance Knowledge Circle. I am excited to serve as a volunteer SHARE Detroit ambassador, spreading the word about the many local non-profits and their work. I am currently pursuing certification as an Accredited Financial Counselor and as an Impact Philanthropy Advisor.
On a personal level, I relocated recently from Austin, Texas, to the Detroit Metro area to be closer to my two young adult children. When not busy with work I enjoy making new friends, snuggling with my kitty, trying to be creative, exploring my new state, and keeping myself fit with hiking and Pure Barre classes.
Contact Us
We invite you to schedule a free consultation to see how Heartwell Advising can help you align your finances with your values.
Email: info@heartwelladvising.com
Phone: (313) 734-0434