Haven Financial Solutions & fee-only financial planning
Haven Financial Solutions is a fee-only, fiduciary financial planning firm. Our only product is service to you. “Fee-only” means we receive no commissions or referral fees, so we have no interest in selling you financial products. You can trust us to offer you professional financial advice tailored to your own needs and goals. We work on an hourly, as-needed basis, so you only invest in the time and advice you need.
Danielle L. Schultz, CFP®, CDFA™, the principal of Haven Financial Solutions, is a NAPFA-Registered Financial Advisor, a Certified Divorce Financial Analyst™, and a Registered Investment Advisor in the State of Illinois. She trained at Northwestern University’s Certified Financial Planner™ certification program and passed the rigorous, ten-hour CFP® examination in March of 2011. She is the author of Idiot’s Guide: Beginning Investing.
She also holds a Series 65 license (Registered Investment Advisor Representative) and earned a certification in college financial 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.
Ms. Schultz has extensive business experience as a top-producing real estate broker; a grants-writer and administrator for non-profit organizations in Washington, D.C., and an author with dozens of published articles and white papers on business and financial topics. She writes the monthly column, Mutual Fund Matters, and a quarterly Fund in Focus for Better Investing Magazine.
In addition to academic training and professional experience, Ms. Schultz has personally managed Social Security, Medicare, retirement and long-term care issues; college funding concerns; and cash flow and 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.
Ms. Schultz believes strongly in the values of community and mutual support and belongs to the following organizations:
Financial planning memberships
- Garrett Planning Network
- National Association of Personal Financial Advisers (NAPFA)
- Institute for Divorce Financial Analysts (IDFA)
Social media links
Community and interest groups
- Slow Food International
- Alliance Française
- University of Chicago Alumni Association
- Evanston Chamber of Commerce
- The Author’s Guild
- Society of Children’s Book Writers and Illustrators
- Independent Writers of Chicago
- Historical Novel Society