Danielle Schultz (CDFA, CFP®)

Danielle Schultz focuses in the
following client markets or areas of practice:

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

Planning Specialties

Haven Financial Solutons specializes in planning for life: individuals and couples, pre-retirement, retirement, and divorce and college planning. We offer competitively priced investment management using no-load, passively managed mutual funds. We're proud to say we are approved to use Dimensional Fund Advisors funds, as well as selecting the best from virtually any mutual fund company. But, we don't just focus on your investments: we specialize in a 360 degree examination of your financial life, to give you a thorough, in depth plan that can be easily implemented.





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 professionalexperience, Ms. Schultz has personally managed Social Security, Medicare,
retirement and long-term care issues; college funding concerns; and cash flowand 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


This Office

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