THE SAFE METHOD

At Haven, we recognize that every financial journey is unique, shaped by career paths, life events, and personal goals.

That’s why we developed our SAFE Method, a structured, yet personalized approach to financial planning. More than just a process, it’s our commitment to ensuring you have the guidance, strategies, and ongoing support needed to achieve financial success.

Beach scene with palm trees, lounge chairs, and a white gazebo under a blue sky.

S

Situation & Goals:
We begin by understanding your unique financial situation and the goals you’re aiming to achieve. This sets the foundation for everything we do moving forward.

Rustic log cabin with a blue door, surrounded by snow and trees.

A

Analysis:
We’ll conduct thorough analysis of your finances, identifying areas of strength and potential risks. We take a holistic approach, looking at everything from cash flow to investments.

Sailboats docked at a marina with a misty lake and distant hills at sunrise, under a clear sky with a visible moon.

F

Formulate & Present:
Based on our analysis, we develop tailored strategies that fit your specific needs. We’ll present these recommendations and ensure you’re comfortable with the next steps.

Cozy bookstore nook with bookshelves and a window seat.

E

Execute & Evaluate:
Together, we’ll put your plan into action. But our work doesn’t stop there, we continue to evaluate progress and adjust as necessary, ensuring you stay on track to reach your goals.