Before we get together, we'd like to understand your situation.
We take on a limited number of perfect-fit clients, and the work only succeeds when it's genuine. So we begin with a short application rather than a call — it lets us prepare properly, and it respects your time.
A note on availability We accept three new households a month, and we're currently booking several months out. If Haven feels like a fit, the best time to apply is now — open the dialogue today, decide later.
Why we screenTime is the most valuable resource. A few minutes here saves both of us hours, later.
What happens nextA real person reviews your application — not a bot. If it's a fit, we reach out personally within 48 hours.
What it takesAbout five to seven minutes. There are no wrong answers — and nothing here is shared with anyone.
Fee-basedIndependentPlan-first. Product-later.
Your answers are private and used only to prepare for our conversation.
A little about you
First, how can we reach you?
We'll only ever use this to follow up about your application.
Your situation
Which best describes where you are today?
Choose the one that fits closest. We'll go deeper on the call.
The shape of things
Roughly, what are we working with?
Approximate is perfectly fine — this just helps us understand whether we're the right fit. Nothing is shared, and you can refine it on the call.
Household investable assets
Approximate household income
The real reason
What prompted you to seek guidance now?
In your own words — there's no right answer. The "why now" tells us more than any number.
For example
"I inherited my father's estate and the money's just sitting there. I'm terrified of doing the wrong thing with it."
"My business' bottom line took off and suddenly nothing about my old financial plan fits anymore."
What this is really for
If the next five years went exactly right, what would your money let you do?
Not the portfolio — the life. We ask because the plan should serve the life, not the other way around.
There's a reason behind the money. What is this freedom for?
Honest worries
What worries you most right now?
The thing that sits with you at 11pm. Naming it is how we make sure your plan actually addresses it.
Before you send this
Here's who we are — so you know what you're applying to.
If this sounds like what you're looking for, send your application and we'll take it from there.
What we do
We build the plan first. Always.
We're a fee-based, independent practice. We're not a bank and you're not a number. The only thing we're optimizing is your goals and a win-win relationship. Plan-first. Product-second.
Who we serve
People holding new money and real responsibility.
Inheritance beneficiaries, windfall recipients, business owners after a sale, and successful professionals whose financial lives have outgrown a simple plan. You don't have to feel wealthy. Most of our families feel responsible, not rich.
The GlidePath
A calm, deliberate descent — not a rushed decision.
1We review your application personally, and reach out within 48 hours.
2A discovery conversation — we listen first and map what actually matters.
3We build your plan — structure, tax, and sequence — so nothing with a deadline ever slips.
On timingWe onboard just three households a month and are booking several months out. Sending your application now is what secures your place in the queue.
Haven Wealth is a fee-based, independent practice. This application is for getting to know your situation and is not financial, tax, or legal advice.
Application received
Thank you. We've got it from here — for now.
You've done the hard part: pausing long enough to be deliberate. That instinct is exactly the one that protects people in your position.
What happens next
Your place is held. With only three openings a month and a waitlist several months deep, applying today is exactly what secures your spot in line.
We review your application personally. Every one is read by a real member of our team — not filtered by a machine.
You'll hear from us within 48 hours. If it's a fit, we'll suggest a time to talk. If it isn't, we'll tell you honestly and point you somewhere better.
In the meantime, do nothing irreversible. The money can wait. That patience is the whole point.
Keep an eye on your inbox — and your spam folder, just in case. We reply from a real person at Haven Wealth.