Discover Faith in Finance
Manage Your Money & Feel Financially Confident With Haven Financial Planning
It’s Never Too Early. Start a Financial Plan.
Build a quality financial plan that helps you work towards your personal and financial goals in 2024.
Take our Money Stop Light Quiz to learn if your financial plan is in the Red, Yellow, or Green.
Our Services
Customized Financial Planning
Estate/Legacy Planning
Business Planning
Retirement Strategies
Investment Management
Insurance Solutions
Haven Financial Planning services helps 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 familyās goals.
Let us help you Know Your Money ~ So we can help you Grow Your Money!
Meet the Team
Katie Weibel,
CFPĀ®, MBA, CDFAĀ®/Owner & Financial Advisor
Laura McKenzie
Client Relationship Manager & Notary
Debbie Velasquez
Administrative Assistant
About Haven Financial Planning
Haven Financial Planning services helps 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.
What Our Clients Are Saying
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