Discover Faith in Finance
Manage Your Money & Feel Financially Confident With Haven Financial Planning
Haven Financial Planning services helps Women alleviate the stress of financial burdens by educating and encouraging a feeling of confidence for the future. We are a judgment free zone and help you plan the right way.
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!
- 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
Katie Weibel, CFP®, MBA, CDFA®
Owner & Financial Advisor
Katie.Weibel@lpl.com • 716.458.1900
8469 Sheridan Drive
Williamsville, NY 14221
(At The Fountain Wellness Center)
Katie has many years of experience in the financial industry, with an extensive background and knowledge base to serve her clients variety of financial needs. She holds an MBA in Finance from Wilmington University and a CFP® (CERTIFIED FINANCIAL PLANNER™) and is a registered CDFA® (Certified Divorce Financial Analyst). Additionally, she is a graduate of the University of Buffalo’s CEL program. Katie was honored to be listed in the Business First “Who’s is Who in Banking & Finance” 2 years in a row.
At Haven Financial Planning, Katie works with individuals, families, and small business owners, offering tailored financial guidance to align each person’s individual needs and goals.
Introducing Our Newest Team Members!
Matthew Cabic is hard-working and has a deep interest in financial planning and is currently studying under Katie. Matt is currently licensed as a Life & Health Insurance agent and is actively working on his Business Degree. His mission is to leverage his skills and knowledge to help others gain financial confidence to improve their lives.
Adam L. Savard
Adam L. Savard brings 15 years of experience in the financial industry to Haven Financial Planning. With a passion for health and fitness, Adam applies the same charisma and enthusiasm to our office that he would to a training session. Think strategy and implementation! His mission is to apply his background as a manager and educator in a career where he positively impacts the lives of others.
Get In Touch!
Let Haven Financial Planning help solve your challenges, concerns, and frustrations with money.
Schedule a free 15 min discovery call!