Haven Financial Planning

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Haven Financial Planning Helping individuals, families, and business owners build financial clarity through personalized planning and wealth management. SIPC.org Member FINRA/SIPC.

Securities offered through LPL Financial, Member SIPC. Securities and advisory services offered through LPL Financial, a registered investment advisor. www.finra.org, www.sipc.org

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

10/23/2026

Your next career move should work for your money, too. 💼

A new job can bring exciting opportunities—but what happens to your old 401(k)? How do you compare benefits? And does your new role fit your financial plans?

You don't have to figure it all out alone.

✨ Book your FREE 15-minute Career Transition Check.

We'll help you review your old retirement accounts and think through how to compare your job offer.

✅ Free 15-minute check
✅ No pressure
✅ No paperwork
✅ Zero judgment

⏳ Limited spots available this week!

👉 Book your free Career Transition Check through the link in bio.

🌐 https://havenplanning.com/

📩 https://havenplanning.com/social-contact/

Before you accept that job offer, ask these 5 questions. 💼A higher salary can look attractive, but the full compensation...
10/23/2026

Before you accept that job offer, ask these 5 questions. 💼

A higher salary can look attractive, but the full compensation package matters just as much.

Before you say yes to your next opportunity, make sure you understand:

1️⃣ 401(k) Match: Is there an employer match, and when does it vest?

2️⃣ Health Insurance: What will your premiums and out-of-pocket costs be?

3️⃣ Bonuses & Raises: How are they structured, and what determines your payout?

4️⃣ Equity & Vesting: Is equity included, and when do you become entitled to it?

5️⃣ Benefits Start Date: When does your coverage begin, and is there a waiting period?

The details can make a real difference when comparing offers. Take time to look beyond the salary and understand how each opportunity fits your financial goals.

📌 Save this carousel for your next job offer and share it with someone considering a career move.

💬 Comment OFFER for an offer review.

🌐 https://havenplanning.com/

📩 https://havenplanning.com/social-contact/

10/21/2026

The highest salary isn't always the best offer. 💼

When comparing job offers, it's tempting to focus on one number: the salary.

But the full compensation package matters, too.

📈 401(k) match — What will your employer contribute, and when does it vest?

🏥 Health insurance — How much will premiums and out-of-pocket costs affect you?

🎯 Bonuses — How are they structured, and what determines your payout?

📊 Equity & paid time off — What additional value and conditions come with the offer?

Two offers with different salaries can look very different once you consider the complete picture.

Before you say yes, take time to compare the details and understand how each offer fits your financial goals.

🤝 Comparing offers? Book a Free Discovery Call with Haven Financial Planning.

🌐 https://havenplanning.com/

📩 https://havenplanning.com/social-contact/

Every career move is a money move. 💼A new job can bring exciting opportunities—but it can also change your financial pic...
10/20/2026

Every career move is a money move. 💼

A new job can bring exciting opportunities—but it can also change your financial picture.

Your salary is only one part of the equation. Before accepting your next offer, consider:

💰 Your paycheck: How will your income and monthly cash flow change?

🏥 Your benefits: What will health insurance and other benefits actually cost?

📈 Your retirement: What happens to your 401(k) and employer contributions?

🧭 Your financial plan: Does this move support your bigger goals?

A little preparation today can help you approach your next career decision with greater financial clarity.

📌 Save this post before your next job offer, and share it with someone who's considering a career change.

Thinking about your next move? Book a Free Discovery Call with Haven Financial Planning.

🌐 https://havenplanning.com/

📩 https://havenplanning.com/social-contact/

10/19/2026

New job. Old 401(k). What should you do? 💼

When you change jobs, it's easy to forget about the retirement account you left behind. But before making a decision, take time to understand your options.

Here are three possibilities to explore:

📁 Leave it where it is — depending on your former employer's plan rules.

🔄 Roll it into your new employer's plan — if the plan accepts rollovers.

📈 Consider an IRA — an individual retirement account you control.

There isn't one right choice for everyone. Eligibility, fees, investment options and tax implications can vary, so understand the details before making a move.

⚠️ Don't cash out by default.

✅ Take the free Money Stop Light Quiz to take your next step toward greater financial clarity.

🔗 https://havenplanning.com/

📩 https://havenplanning.com/social-contact/

10/16/2026

Unexpected expenses happen. A car repair, a surprise bill, or an unexpected change in income can put pressure on your finances.

You don’t need to have everything figured out. Start by understanding the financial cushion you have today and what a realistic safety net could look like for your life.

✨ Book your FREE Financial Safety Net Check.

✔️ Just 15 minutes
✔️ Review your current financial cushion
✔️ Identify a realistic savings target
✔️ Zero judgment — just a clear next step

📅 Limited spots available this week.

🔗 Visit https://havenplanning.com/
📩 Get in touch: https://havenplanning.com/social-contact/

You don’t need a big pay cheque or a huge amount of savings to begin building a financial safety net. You need a simple ...
10/15/2026

You don’t need a big pay cheque or a huge amount of savings to begin building a financial safety net. You need a simple system you can stick with.

Here are four steps to get started:

1️⃣ Open a separate account just for emergencies.
2️⃣ Set a small, achievable first savings goal.
3️⃣ Automate a small recurring transfer.
4️⃣ Decide in advance what counts as an emergency.

Small steps can build a stronger financial cushion over time. The goal is progress, not perfection.

💬 **Comment READY for a safety net check.**

🌐 https://havenplanning.com/
📩 https://havenplanning.com/social-contact/

10/14/2026

“Three months of expenses for everyone” — not quite. 👀

An emergency fund should reflect your life, not just a rule of thumb.

Your income stability, family responsibilities, and type of work can all affect the cushion that makes sense for you.

Three months can be a useful starting point, but it isn’t a universal answer.

💡 Want to talk through your situation? Book a Free Discovery Call — link in bio.

🌐 https://havenplanning.com/
📩 https://havenplanning.com/social-contact/

A flat tire. An unexpected bill. A sudden expense.Emergencies happen. But having money set aside can help prevent an une...
10/13/2026

A flat tire. An unexpected bill. A sudden expense.

Emergencies happen. But having money set aside can help prevent an unexpected expense from turning into a bigger financial setback.

You don’t need to build your safety net overnight. Start small, stay consistent, and give yourself room to breathe.

💡 Save this post and share it with someone who needs the reminder.

🌐 https://havenplanning.com/
📩 https://havenplanning.com/social-contact/

10/12/2026

An emergency fund is only useful if the money is accessible when a genuine emergency happens.

Three habits are worth reviewing: where the money is held, whether you keep postponing the first deposit, and what you allow yourself to use it for.

A few small adjustments can help strengthen your financial resilience before an unexpected expense arrives.

Want to pressure-test your safety net? Book a Free Discovery Call — link in bio.

🌐 https://havenplanning.com/
📩 https://havenplanning.com/social-contact/

Address

8469 Sheridan Drive
Williamsville, NY
14221

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+17164581900

Website

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