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

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 family’s goals.

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

Meet the Team

Katie Weibel,

CFP®, MBA, CDFA®/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

Get In Touch

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

Schedule a free 15 min discovery call!

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