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

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.