Danielle Schultz

CFP®, CDFA®

Haven Financial Solutions, Inc.

Principal Financial Planner

Danielle Schultz

CFP®, CDFA®

Haven Financial Solutions, Inc.

Principal Financial Planner

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Danielle Schultz, CFP®, CDFA®

Fee-Only financial planner located in Evanston, IL, serving clients locally and across the country

Danielle Schultz is a Evanston, IL fee-only financial planner. Haven Financial Solutions, Inc. provides comprehensive financial planning, retirement planning, and college financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Danielle Schultz is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

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

  • National Association of Personal Financial Advisers (NAPFA)
  • Institute for Divorce Financial Analysts (IDFA)

Danielle Schultz is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning.

Haven Financial Solutions, Inc., located in Evanston, Illinois (Chicago's North Shore) 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 and achieve your goals and dreams.

Haven Financial Solutions is a Fee-Only financial planning firm. That means 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 any financial products. You can trust us to offer you professional financial advice tailored to your own unique needs and goals. We'll work hard to assist you with ongoing investment management or on an hourly project basis

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning
  • Divorce Financial Planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors
  • Single Professionals

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Danielle Schultz is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Certified Financial Planner (CFP)
    Danielle Schultz is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

  • Divorce Financial Analyst
    Danielle Schultz is a Certified Divorce Financial Analyst® (CDFA®)

    A CDFA® professional is a financial professional skilled at analyzing data and providing expertise on the financial issues of divorce. The role of the CDFA® professional is to assist the client and his or her attorney to understand how the decisions he or she makes today will impact the client’s financial future. A CDFA® can take on many roles in the divorce process: Financial Expertise and Strategy, Data Collection and Analysis, Expert Presenter and Litigation Support. In some cases, CDFA® professionals are called upon to act as expert witnesses in court or in mediation proceedings.

  • Dimensional Funds
    Haven Financial Solutions, Inc. is an Approved Dimensional Funds Advisor

    Dimensional Fund Advisors is a leading global investment firm that has been translating academic research into practical investment solutions since 1981. Guided by a strong belief in markets, the firm builds and implements strategies to help clients pursue higher expected returns. An enduring philosophy, strong client commitment, and deep working relationships with the academic community underpin Dimensional’s approach to investing and form the foundation for new strategies.

Contact Danielle Schultz

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Office Locations:

  • By Appointment Only
    Evanston, IL 60202

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