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 2023.

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

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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!

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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
View Our Detailed Services Page

What Our Clients Are Saying

“[Katie] saved the day”

C.C.

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.

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

Robbie Raugh

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.

“The right course for my future…”

Ann Marie

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.

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

Chris

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 couldn’t be happier…”

Richard

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.

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

Debbie Velasquez

ADMINISTRATIVE ASSISTANT

Debbie comes to Haven Financial Planning with over 20 years of experience in customer & client relations.  As the newest Administrative Assistant to join our team, and with her attention to detail and meticulous organizational skills, Debbie will continue helping us provide our clients with exemplary customer service.

debbie.velasquez@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!

Schedule A 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.