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Business Coaching Services by Haven Financial Planning

At Haven Financial Planning, we understand that navigating the intricate financial landscape of your business can be both challenging and critical to your success. That’s why we offer specialized Business Coaching services tailored to entrepreneurs, small business owners, and professionals looking to optimize their financial strategies.

Katie Weibel, CFP®, MBA

Owner & Financial Advisor – Haven Financial Planning

Katie Weibel, a dedicated Certified Financial Planner (CFP®), spearheads our Business Coaching services. With years of experience and a deep passion for helping businesses thrive financially, Katie brings a unique blend of financial expertise and coaching prowess to the table.

Schedule Your Review with Katie

What Sets Us Apart?

Holistic Financial Approach

As a CFP®, Katie understands that financial success for your business extends beyond mere numbers. She delves into the core of your business operations, goals, and aspirations to create a holistic financial plan that aligns with your vision.

Personalized Coaching

No two businesses are alike. Katie’s coaching approach is highly personalized, recognizing the unique challenges and opportunities your business faces. Through one-on-one sessions and in-depth consultations, she crafts strategies tailored specifically to your business needs.

Comprehensive Financial Guidance

From cash flow management and budgeting to investment strategies and risk assessment, Katie provides comprehensive financial guidance that empowers you to make informed decisions for the growth and stability of your business.

Our Business Coaching Services

1. Financial Strategy Development: Together, we’ll create a roadmap that aligns your business goals with sound financial strategies, ensuring a solid foundation for sustainable growth.

2. Cash Flow Management: Effectively managing cash flow is crucial for any business. Katie will help you optimize cash flow, balance expenses, and maximize revenue to improve financial stability.

3. Investment Planning: Whether it’s identifying investment opportunities or optimizing your current portfolio, Katie’s expertise will guide you in making strategic investment decisions for your business.

4. Risk Mitigation: Mitigating risks is an integral part of any business plan. Katie will assess potential risks and help implement strategies to safeguard your business against unforeseen challenges.

5. Retirement Planning: Planning for the future is essential. Katie will assist in structuring retirement plans that align with your business goals while securing a comfortable future for you and your employees.

Why Work With a CFP® as Your Business Coach?

Certified Financial Planners (CFP®) like Katie bring a unique perspective to business coaching. With a deep understanding of financial planning principles and a commitment to a fiduciary standard, CFP® professionals prioritize your best interests. Katie’s expertise isn’t limited to business finances alone; she considers the interplay between personal and business finances, ensuring a comprehensive approach to your financial success.

Ready to Elevate Your Business Financially?

Embark on a transformative journey with Haven Financial Planning’s Business Coaching services led by Katie Weibel, your dedicated CFP®. Together, let’s unravel the full potential of your business through strategic financial planning and expert guidance.

Book a consultation today to discover how Haven Financial Planning can empower your business towards financial prosperity.

Schedule a Review with Katie