Haven Financial Planning

Katie recently helped me with an issue regarding a difficult-to-obtain tax form. She got right on it and really saved the day. Thank you so much, Katie.

This statement is a testimonial by a client of Katie Weibel, CFP®, MBA, CDFA® as of 1/3/23. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.

Katie has been such a blessing in my life and in the lives of my family and friends. She is caring, authentic, trust-worthy, honest, and beyond gifted with the knowledge and know-how to help others live their life and plan for their future. If it wasn't for Katie, I'm not sure where we would be financially. She's told us things we would never have know to do, to save us money, plan for the future and even tap into. You don't know what you don't know, and you can't manage what you don't measure!

Her no-judgment zone and way of helping people is exactly what is needed in today's world.

Her expertise has landed her a monthly segment on my radio show The Raw Truth on WDCX Radio worldwide, and we can't get enough of her knowledge and advice.

I would trust Katie with my life, and that's The Raw Truth!

This statement is a testimonial by a client of Katie Weibel, CFP®, MBA, CDFA® as of 1/3/23. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.

I first went to Katie with a pile of papers and confusion of my future retirement and a budget that worked. It was I owe I owe off the work I go! With student debt, working at times 7 days per week. I was on the dreaded hamster wheel. I left Katie's office encouraged, not discouraged. With a plan in place for retirement and a written budget plan.

Now 3 years later  I go yearly for my financial check up. Katie listens to what is important to me and my goals to be debt free. school loan is paid off,  car is paid off, retirement plan is in place. Katie you are my blessing from God. I was in need of an order in my finances and when I heard your advertisement on WDCX I could not make that call fast enough to make my first appointment. Thank you Katie for changing my direction and setting me on the right course for my future  God speed my friend and many blessings to you, your home and business, Ann Marie

This statement is a testimonial by a client of Katie Weibel, CFP®, MBA, CDFA® as of 1/3/23. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.

I entrusted my financial planning to Katie long before Haven Financial was created. I especially appreciate the fact that no matter when or why I have a question, she gets back to me quickly. Competent, personable, attention to detail and sound advice all come to mind as I think of my experience through our association. I had been with two other financial planners prior to Katie. I will continue with Haven.

This statement is a testimonial by a client of Katie Weibel, CFP®, MBA, CDFA® as of 1/3/23. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.

I first met Katie through the car connection radio show, and was looking for a Christian financial planner to help us out and see our way through the sale of my business and into retirement, which we are now near the end of that process. Katie has done a great job, and helped us to realize our goals.

We were floundering around in our busy lives and she guided us through the information we needed to understand with patience and knowledge of the task at hand.

I couldn't be happier with the way our whole journey has gone, Thank you Katie.

This statement is a testimonial by a client of Katie Weibel, CFP®, MBA, CDFA® as of 1/3/23. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.