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.

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®

Owner & Financial Advisor

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


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

Get In Touch!

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

Schedule a free 15 min discovery call!

The Fountain WNY
Haven Financial Planning
Main Entrance (Back Parking Lot)

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