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 2023.

Take our Money Stop Light Quiz to learn if your financial plan is in the Red, Yellow, or Green.

Haven Financial Planning provides women with financial planning, estate planning, retirement planning, investment strategies, and more.

Discover Faith in Finance

Manage Your Money & Feel Financially Confident With 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.

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!

Our Services

  • 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

What Our Clients Are Saying

Katie Weibel, CFP, MBA, CDFA is a certified financial planner in Williamsville, NY.

Katie Weibel, CFP®, MBA, CDFA®

Owner & Financial Advisor

Katie.Weibel@lpl.com

716.458.1900 ext 301

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.

Meet Our Team!

Laura McKenzie assists Haven Financial Planning in meeting the needs of all clients, from retirement planning to estate planning and beyond.

Laura McKenzie

CLIENT RELATIONSHIP MANAGER
& NOTARY

Laura brings over 25 years of customer service and management experience to Haven Financial Planning to help us continue to grow and strengthen our relationships with all clients, new and existing.

Having worked both in and out of the financial industry, Laura combines strong communication skills and exemplary organization with a glowing smile as she strives to ensure your needs are met. We’re excited to improve our efficiency as she services accounts, facilitates communication, and assists in processing paperwork!

716.458.1900 ext 303
laura.mckenzie@lpl.com

Get In Touch!

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

Schedule a free 15 min discovery call!

Haven Financial Planning provides women with financial planning, estate planning, retirement planning, investment strategies, and more.
Haven Financial Planning is located within The Fountain WNY.
The Fountain WNY
Haven Financial Planning provides women with financial planning, estate planning, retirement planning, investment strategies, and more.
Haven Financial Planning
Haven Financial Planning provides women with financial planning, estate planning, retirement planning, investment strategies, and more.
Main Entrance (Back Parking Lot)

Katie Weibel, CFP, MBA, CDFA is a member of LPL Financial.
Katie Weibel, CFP, MBA, CDFA is a member of Silver Grove Financial Group.
Katie Weibel, CFP, MBA, CDFA was in the 2020 Who's Who in Banking & Finance.
Katie Weibel, CFP, MBA, CDFA is a member of the National Association for the Self-Employed.
Katie Weibel, CFP, MBA, CDFA is a CERTIFIED FINANCIAL PLANNER in Williamsville, NY.
Katie Weibel, CFP, MBA, CDFA is a member of the Financial Planning Association.
Katie Weibel, CFP, MBA, CDFA is a member of the Investments and Wealth Institute.

Haven Financial Planning is a proud sponsor of

Haven Financial Planning is a proud sponsor of family life.
Haven Financial Planning is a proud sponsor of Habitat for Humanity Buffalo.
Haven Financial Planning is a proud sponsor of WDCX Radio.