Haven Financial Planning

The wisest financial decision you’ll ever make…. Is planning for your financial future with Katie Weibel of Haven Financial Planning in Williamsville. As a Fiduciary and Financial Planner – Katie’s job is to work for her advisory clients…

It’s about what’s best for my clients and what they need. When I sit down with a client – it’s about where are you today? Let’s just be honest… let’s just look at it… let’s deal with it. Understanding and accepting where we are and then figure out where we want to go…and then I’ll help you put the pieces together to get to where you’re trying to get to…

With Katie – you’re in a judgment-free zone…

I will help you through it… we will pray through it and make your money work for you.

Haven Financial Planning on WDCX

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Haven Planning on WDCX

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.

Get to know Katie Weibel

Katie takes a personalized, holistic approach to wealth management. With almost two decades of financial industry experience working with clients on managing their money and developing financial roadmaps for all of life’s transitions. She offers clientele the highest degree of attention and customer service through a variety of financial planning services as every person’s situation is unique.  

After many years of working and building her expertise in the financial industry, as a Financial Advisor and as a Managing Partner, Katie opened her own practice, Haven Financial Planning. 

At Haven Financial Planning, Katie works with everyone from individuals and families to small business owners, offering tailored financial guidance to align with each person’s individual needs and goals. From creating a personal budget to developing a retirement plan through estate / legacy plans, Katie has advised on every aspect of the financial planning journey.

Contact
716-458-1900

8469 Sheridan Drive Williamsville, NY 14221