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, CDFA®, 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!