Before we talk, we'd like to understand your situation.
We take on a limited number of new families, and the work only succeeds when it's a genuine fit. So we begin with a short application rather than a sales call — it lets us prepare properly, and it respects your time.
Why we screenWe'd rather say no early than waste your time later. A few minutes here tells us whether we can genuinely help.
What happens nextA real person reviews your application — not a bot. If it's a fit, we reach out personally within 24 hours.
What it takesAbout five to seven minutes. There are no wrong answers — and nothing here is shared with anyone.
Fee-onlyFiduciaryPlan-first. Product-never.
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."
"I sold my company 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-only, fiduciary practice. We don't sell products and we don't earn commissions — so the only thing we're optimizing is your decision. Plan-first. Product-never.
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 24 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.
Haven Wealth is a fee-only, fiduciary 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
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 24 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.