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.

 

Starting
Out


Settling
Down


Entering
Midlife


 
 

Near
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 Quick Start 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®


Laurie

Member of:


XY Planning NetworkNAPFA

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 and 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 am on the UCI Merage School of Business LifeVest steering committee. LifeVest provides intensive life planning and financial literacy education for underserved 9th grade students. I offer pro-bono financial planning at the annual FPA-OC Financial Planning Day, on campus for UCI students, and for the military and community based organizations.

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

23 Corporate Plaza Drive, Suite 150
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.