Haven Financial Solutions, Inc.

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Danielle Schultz (CDFA, CFP®)

Danielle Schultz specializes in
the following areas of expertise:

  • College/Education Planning
  • Hourly Financial Planning Services
  • Middle Income Client Needs
  • Ongoing Investment Management
  • Retirement Planning & Distribution Rules
  • Women's Financial Planning Issues

Planning Specialties

Haven Financial Solutions, Inc. is dedicated to helping you achieve and maintain prosperity and peace through prudent and effective financial planning and investment management. Whether you need a comprehensive look at your entire financial picture and investment portfolio, or want to focus on one aspect, such as planning for retirement, college financial aid, investments, major life changes such as an inheritance, divorce, marriage or a new baby, eldercare or any other specific goals or dreams, we’ll work with you to simplify and optimize your plans.

 

 

 

 

 

Additional Information

Danielle L. Schultz, the principal financial planner of Haven Financial Solutions, is a CERTIFIED
FINANCIAL PLANNER™ (CFP®), a NAPFA-registered Financial Advisor, a Certified Divorce Financial Analyst (CDFA™), and a Registered
Investment Advisor in the State of Illinois. She studied financial planning at Northwestern University’s Certified Financial Planner™ certification program.  She also holds a Series 65 license (Registered Investment Advisor Representative) and earned a certification in college planning. She earned an M.A. from the University of Chicago, School of Social Service Administration, and a B.A., magna cum laude, from Northeastern Illinois University.


She is the author of Idiot's Guide Beginning Investing (Penguin Random House); writes a regular column for Better Investing magazine and completed a thorough revision of their mutual funds handbook.

 

In addition to academic training and professional
experience, Ms. Schultz has personally managed Social Security, Medicare,
retirement and long-term care issues; college funding concerns; and cash flow
and transition planning in self-employment and divorce situations. Her social
work background gives her an innovative perspective on financial planning
issues; for her, financial planning is not only about money, but also a key
component in a satisfying and well-lived life.

 

NAPFA Start Date

March 08, 2010

Industry Start Date

January 01, 2010

Haven Financial Solutions, Inc.

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This Office

815 Oakton St Evanston, IL 60202-2803 Phone: (847) 864-2761