Havaplan Financial
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.
Financial Planning for a fixed fee, includes a full review of all financial planning areas and guidance for implementation. For short term projects or quick answers to financial questions, I provide financial planning on an hourly basis, with an estimate of the number of hours provided prior to engagement. I provide various ways to engage as it is my desire to provide planning to those who need it. My first meeting is always free of charge.
I offer in-person and virtual meetings via Zoom.
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.