5 /5 Daniel Santiago: Katie Weibel at Haven Financial Planning is absolutely outstanding! As a fiduciary, Katie truly puts her clients’ best interests first, offering personalized, holistic financial guidance that’s tailored to each individual’s unique needs and goals. Katie has passion for supporting women and business owners—she goes above and beyond to empower clients with the knowledge and confidence to take control of their finances and plan for the future. Katie’s expertise, attention to detail, and genuine care set her apart. If you’re looking for a trustworthy advisor who prioritizes your financial well-being, especially if you’re a woman or business owner, I can’t recommend Katie highly enough!
