Danielle  Schultz

Danielle Schultz

| CFP®, CDFA™

Haven Financial Solutions, Inc.

Fee Only Financial Planner Located in Evanston, IL and Serving Clients Nationwide

Specialties

  • Fee-Only Financial Services
  • Comprehensive Financial Planning
  • Free Initial Consultation
  • Investment Management
  • Retirement Planning
  • Education Planning
  • Elder Care Issues
  • Estate Planning
  • Insurance Analysis
  • Charitable Giving and Trusts
  • Planning for Business Owners
  • Cash Flow and Budgeting

Visit Us

815 Oakton
Evanston, IL 60202

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 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.

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)