Financial PlanningFor Your Now andMany Bright Tomorrows.

Make your goals, priorities, and values the bedrock of your financial plan.

Let's Start a Conversation

You're On The Road to Financial Success.
What's Next?

Successfully building your wealth can feel energizing. With your success can come new questions and opportunities.

You want to experience a guided approach to financial planning and investing. You are passionate about achieving your goals and building a strong foundation for you and your family.

As your financial planner in Saint Louis, we can help you plan for the future and enjoy the present moment.

Financial Planning can empower you to live the life you want.

Who We Serve

Financial Planning for Nice People.

Dual income professionals with a growing family and a need for financial planning.

Dual-Income Professionals

You and your spouse have a family, or plan to, and are in the mid-career stage of life. You are working professionals wanting balance in life. You want to make smart money decisions. We understand the opportunities and challenges this life stage presents.

Financial Planning can include estate planning and tax planning

Young Professionals

You want to work with a financial planner who supports your short-term goals and long-term aspirations. You are clear on your values and what matters to you.

Haven Wealth Planning provides financial planning to individuals, couples, and families.

Looking For a Trusted Advisor

We help busy parents and individual professionals like you develop financial plans to address questions like:

  • How can we save for a fulfilling retirement beyond our 401(k) plans?
  • What does it take to save for the kids’ education and make a lifetime of memories along the way?
  • These causes are close to our hearts – what are our options to give even more meaningful support?