the Haven & Oak Experience

We are committed to delivering exceptional service and unmatched quality to our clients, ensuring their complete satisfaction.
You’ve worked hard for your money and should feel confident when enjoying the fruits of that labor. Our discovery process peels back the layers of who you are and helps us learn what motivates you. Once we’ve articulated what you want most, we formulate a plan to get you there.

Our Process

At Haven & Oak, our vision is to redefine how spaces are crafted, merging innovation with timeless design to create experiences that inspire. We envision a future where every home and business reflects individuality and purpose through meticulously designed cabinetry and countertops.

Guided by innovation, sustainability, and craftsmanship, we are committed to shaping the next generation of functional art. By embracing cutting-edge technologies and sustainable practices, we aim to set a new standard for quality, precision, and beauty. Haven & Oak is not just creating products; we’re pioneering a movement to elevate everyday spaces into extraordinary ones.

01

Meet And Greet

We’ll learn about each other to see if there’s a potential fit. It’s a casual, no-pressure conversation.
02

Discovery

We go deep so we can give you well-informed guidance. You’ll teach us your fears and motivations around money.
03

Strategy & Design

We architect the steps needed to bring clarity to your finances and help you get where you want to be.
04

Implementation

After our initial work to organize your financial life, we’ll meet quarterly to track progress.

Our Plans

We offer three levels of service depending on your needs. All tiers can include an optional 0.50% fee for hands-on investment management. Add-ons include tax filing and preparation, small business accounting, and fractional CFO services.

Tier 1

$625/mo

Best for young professionals looking for ongoing financial planning.

Includes discovery process, ongoing financial planning, and annual tax review.

Tier 2

$850/mo

Best for tech professionals and execs with equity compensation.

Includes everything in tier 1, equity compensation and IPO planning, and advanced tax strategies.

Tier 3

$1,250/mo

Best for startup founders and business owners.

Includes everything in previous tiers, personal and business planning, and complete tax analysis.

Commonly Asked Questions

Do you help with taxes?

Your money is held and insured at Charles Schwab and/or Altruist. Charles Schwab is a trusted leader in financial services with over 50 years of experience and a reputation for security, innovation, and client-focused service. Altruist is an innovative custodian specializing in empowering financial advisors with modern, cost-effective solutions and is trusted by thousands of professionals across the industry.

Icon - Elements Webflow Library - BRIX Templates

Do you help with taxes?

Your money is held and insured at Charles Schwab and/or Altruist. Charles Schwab is a trusted leader in financial services with over 50 years of experience and a reputation for security, innovation, and client-focused service. Altruist is an innovative custodian specializing in empowering financial advisors with modern, cost-effective solutions and is trusted by thousands of professionals across the industry.

Icon - Elements Webflow Library - BRIX Templates

Do you help with taxes?

Your money is held and insured at Charles Schwab and/or Altruist. Charles Schwab is a trusted leader in financial services with over 50 years of experience and a reputation for security, innovation, and client-focused service. Altruist is an innovative custodian specializing in empowering financial advisors with modern, cost-effective solutions and is trusted by thousands of professionals across the industry.

Icon - Elements Webflow Library - BRIX Templates

Do you help with taxes?

Your money is held and insured at Charles Schwab and/or Altruist. Charles Schwab is a trusted leader in financial services with over 50 years of experience and a reputation for security, innovation, and client-focused service. Altruist is an innovative custodian specializing in empowering financial advisors with modern, cost-effective solutions and is trusted by thousands of professionals across the industry.

Icon - Elements Webflow Library - BRIX Templates

Let’s elevate your space.

Our team is committed to helping you bring your vision to life. Together, we craft timeless cabinetry and countertops that inspire and endure.

Get Started