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.

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Our Services

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!

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Financial Calculators – Full Listing

Meet the Team

Katie Weibel,

CFP®, MBA/Owner & Financial Advisor

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Laura McKenzie

Client Relationship Manager & Notary

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Debbie Velasquez

Administrative Assistant

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About Haven Financial Planning

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What Our Clients Are Saying

“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.”

C.C.

“Caring, authentic, trust-worthy, honest, and beyond gifted…”

Robbie Raugh

“The right course for my future…”

Ann Marie

“Competent, personable, attention to detail and sound advice…”

Chris

“I couldn’t be happier…”

Richard

These statements are testimonials by clients of Katie Weibel, CFP®, MBA. These clients have not been paid or received any other compensation for making these statements. As a result, the clients do not receive any material incentives or benefits for providing the testimonials.