Our Office
Our Office
Find us in The Fountain WNY!
Discover Faith in Finance
Wealth Management Services For Individuals, Families, and Business Owners
At Haven Financial Planning we will craft a financial plan to fit your specific person and financial needs and goals.
In some cases, we will need to work with external professionals, such as your attorney CPA. We work with Medicare, Private/Group Health, Home, and Auto experts to ensure all of our clients’ needs are addressed.
Discover all the ways we can help you. When you’re ready to get started, schedule a free 15 min introductory discovery call!
Haven Financial Planning and LPL Financial do not provide tax or legal advice or services. We advise you discuss your specific situation with a qualified tax or legal professional.
Our Team
Katie Weibel
CFP®, MBA, Owner & Financial Advisor
Laura McKenzie
Client Relationship Manager & Notary
Debbie Velasquez
Administrative Assistant
Get In Touch
Let Haven Financial Planning help solve your challenges, concerns, and frustrations with money.
Schedule a free 15 min discovery call!