WHAT WE’RE ABOUT
At every stage in our adult life, there is need for a financial plan. If that’s of interest to you, then Havaplan Financial could be the place you’ve been looking for. As a CFP® professional, I help you develop a comprehensive strategy to reach your short and long term financial goals. We act in a fiduciary capacity, always in our client’s best interests.
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Settling
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Entering
Midlife
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Retirement
Enjoying
Retirement
OUR SERVICES
Not sure where to start when it comes to making the right decisions with your money? Havaplan Financial can help! From sessions designed to provide an objective financial review to long-term investment strategies based on your individual goals, time horizon, and risk tolerance, we’re here to help you plan for every stage of your life.
Meet Laurie Dubchansky, CFP®
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I received my undergraduate degree at UCLA, and after earning a Master’s Degree in Health Care Administration, I worked in various health care settings. I managed a non-profit for several years, and then decided to pursue an education in Personal Financial Planning. I worked for three years at a financial planning firm, and I passed the CFP exam in March 2015. I founded Havaplan Financial to serve those with financial concerns, including planning for retirement, but without regard to current wealth accumulation. I help those that need financial education, advice on financial decisions and to make sure they have a plan! I provide hourly planning as well as project-based pricing. As a Certified Financial Planner™, I am a fiduciary with a fee-only practice.
I am an active member of the Financial Planning Association of Orange County (FPA-OC), and I enjoy volunteering to provide pro-bono financial education. I offer pro-bono financial planning on campus for UCI students, and for the military and community-based organizations. I volunteer with WISE (Women Investing in Security and Education) and Orange County United Way.
I enjoy high-volume baking, hiking, spinning, Zumba, football games and Super Bowl parties.
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Why Choose Us
We offer unbiased, objective advice to help you make important financial decisions. As an independent, fee-only advisory firm, we act as a fiduciary and have no connection with any broker-dealer or investment group that encourages us to sell their particular products. This independence allows us to focus on your needs rather than our own.
Our Location
4695 MacArthur Court, 11th Floor
Newport Beach, CA 92660
(949) 610-8975
Contact Us
If you would like to schedule a time to meet (in person or virtually), please complete the contact form below.
Or schedule a 15-minute introductory call with Laurie here.
