Danielle L. Schultz, CFP®, CDFA
Evanston, Illinois Financial Planner

Haven Financial Solutions, Inc. is dedicated to helping you achieve and maintain prosperity and peace through prudent and effective financial planning. Whether you need a comprehensive look at your entire financial picture, or want to focus on one aspect, such as planning for retirement, college financial aid, investments, major life changes such as an inheritance, divorce, marriage or a new baby, eldercare or any other specific goals or dreams, we’ll work with you to simplify and optimize your plans. Danielle L. Schultz, the principal financial planner of Haven Financial Solutions, is a CERTIFIED FINANCIAL PLANNER™ (CFP®), a NAPFA-registered Financial Advisor, and a Registered Investment Advisor in the State of Illinois. She studied financial planning at Northwestern University’s Certified Financial Planner™ certification program. She also holds a Series 65 license (Registered Investment Advisor Representative) and a CCPS (Certified College Planning Specialist). 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. She writes a regular column for Better Investing magazine and is currently working on a revision of their mutual funds handbook. 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.

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