📍 Serving Raleigh, Durham, Cary, and North Carolina.

Your Complete Roadmap to Financial Confidence

Life is complex, and so are your finances. We bring every aspect of your financial life together into a clear plan designed to help you reach your goals.

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Why Comprehensive Planning Matters

At Haven, we follow the professional standards of a CFP® practitioner to give you a process that is thorough, structured, and personalized.

Cash Flow & Investments

Comprehensive planning includes preparing for retirement income and guides investment decisions.

Risk Management

Protect your wealth with proper insurance and asset protection strategies.

Estate Planning

Plan for your family's future and create a lasting legacy for generations.

Integrated Planning Concepts

Budgeting & Saving Strategy

Family & Legacy Planning

Student Loan & Debt Planning

Investment & Wealth Management

The Process of Working With a CFP® Professional

A CFP® professional begins with a complete review of where you stand financially and works with you to define your goals. Your plan may evolve as your life changes, but the process is designed to adapt with you.

1 Your First Meeting

This meeting ensures transparency from the start and sets the foundation for a lasting partnership.

  • What you want to accomplish

  • Services we will provide

  • Background and qualifications

  • Fees and compensation

  • Potential conflicts of interest

2 Understanding Your Situation

We gather details to ensure your plan is built on a clear picture of your personal circumstances.

  • Current finances and cash flow

  • Risk tolerance assessment

  • Health care and liability risks

  • Longevity considerations

3 Setting Your Goals

Whether you want to retire early, build passive income, save for education, or manage debt, we align on priorities and assumptions.

  • Early Retirement

  • Passive Income

  • Education Savings

  • Debt Management

4 Analyzing Strengths and Vulnerabilities

Your CFP® professional analyzes your current financial position to determine if you're on track.

  • Cash flow and budgeting

  • Emergency fund adequacy

  • Retirement planning progress

  • Insurance and asset protection

5 Developing Financial Recommendations

We create tailored recommendations supported by financial modeling to maximize your ability to meet your goals.

  • Life Expectancy

  • Tax Planning

  • Investment Returns

  • Family Goals

6 Presenting Recommendations

This collaborative discussion ensures you're confident in the plan before moving forward.

  • Review reasoning and assumptions

  • Ask questions and provide feedback

  • Finalize steps to move forward

7 Putting Your Plan Into Action

Together, we move from strategy to execution with clear responsibilities and actions.

  • Identify potential strategies and products

  • Discuss recommendations before decisions

  • Clarify action responsibilities

8 Monitoring and Ongoing Partnership

Financial planning doesn't end once the plan is in place. It's a true partnership that evolves with you.

  • Review performance and progress

  • Adjust plan as life changes

  • Provide ongoing education and guidance

At Haven, we deliver comprehensive planning with clarity, transparency, and local accessibility. As a fiduciary, we put your interests first and provide guidance that evolves with you.

Why Work With Haven

Fiduciary Standard

We are legally and ethically bound to put your interests first in every recommendation.

Complete Transparency

Clear fee structure and open communication about all aspects of your financial plan.

Local Accessibility

Personal service with local understanding of your community and financial landscape.

Ready to Start Your Comprehensive Financial Plan?