Laurie Dubchansky, CFP® Havaplan Financial

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About Laurie Dubchansky, CFP®

I founded Havaplan Financial to serve people regardless of their level of wealth. My practice focuses on dual income young couples and pre-retirees. As a Certified Financial Planner™ professional, I am a fee-only fiduciary. I provide services on an hourly, project or flat fee, depending on the needs of the client.

As a comprehensive financial planner, I work with clients on:

• Cash flow analysis
• Debt reduction
• Setting goals
• Student loan payoff strategies
• Education savings
• Retirement planning
• Investment management
• Insurance planning
• Tax planning
• Estate planning review

Additional Info:
I received my undergraduate degree at UCLA, and after earning a Master’s Degree in Health Care Administration, I worked in various health care settings. I managed a non-profit for several years, and then decided to pursue an education in Personal Financial Planning. I worked for three years at a financial planning firm, and I passed the CFP exam in March 2015.  I founded Havaplan Financial in 2016.

I am an active member of the Financial Planning Association of Orange County (FPA-OC), and I enjoy volunteering to provide pro-bono financial education. I am the Chair of the UCI Merage School of Business LifeVest steering committee. I offer pro-bono financial planning at the annual FPA-OC Financial Planning Day, on campus for UCI students, and for the military and community based organizations.

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Ideal Clients

  • Approaching Retirement
  • Budgeting/Coaching
  • Generation X
  • Single Women
  • Women

Ways Advisor Charges

  • Monthly Fee
  • Flat Fee
  • Hourly
  • Assets Under Management

Fee Options

  • Monthly Fee: $150+/mo + $750 upfront
  • Flat Fee: $2,500+
  • Hourly Fee: $225/hr
  • AUM: 0.50%

SEC Records

States Registered

  • California

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