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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.

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