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.