Discover Faith in Finance

Manage Your Money & Feel Financially Confident With Haven Financial Planning

Making Financial decisions can be STRESSFUL! As a Financial Planner I have the experience and knowledge to guide and educate you on building a financial plan that is well positioned to address you and your family’s goals.

Let us help you Know Your Money ~ So we can help you Grow Your Money!

Katie Weibel, CFP®, MBA, CDFA® • 716.458.1900

8469 Sheridan Drive
Williamsville, NY 14221
(At The Fountain Wellness Center)

  • Customized Financial Planning
    • Identify Costly Mistakes Before You Make Them
    • Understanding Your Money
  • Estate / Legacy Planning
  • Business Planning
  • Business Coach
  • Retirement Strategies
  • Investment Management
  • Insurance Solutions

Get In Touch!

Let Haven Financial Planning help solve your challenges, concerns, and frustrations with money.

Schedule a free 15 min discovery call!