Helping You Is What We Do.
At Havaplan Financial, we provide financial guidance customized to your needs on a fixed, hourly, or project basis with no conflicts of interest. Helping you achieve financial independence and peace of mind is our top priority.
A Quick Start session is ideal for individuals looking for an objective review of their financial picture or assistance with implementation.
Need a refresher on financial planning basics? Don’t know where to start with retirement savings? We’ve got you covered!
Financial Planning – Fixed Fee
Don’t need a long-term relationship? We offer comprehensive financial planning for a one-time fee.
Financial Planning – Hourly Fee
Looking for guidance on short-term projects or quick answers to pressing financial questions? We can help!
Take the guesswork out of investing. We help develop a long-term investment strategy based on your individual goals, time horizon and risk tolerance. No one-size-fits-all strategies here!