Financial Wellness Comes In Many Forms…
I’m Here To Help You Find Yours
Story
Discovering “Why”
After years of working with people as a financial advisor, it became clear that building wealth and accumulating assets in and of itself does not create wellness. Financial plans, wealth, assets are all tools. They are the foundation on which we build our future. They provide the “how” and the “what” that leads to well-being.
But they don’t provide the “why”.
My goal is to help you identify your “why”. To work with you in putting together a step-by-step plan for not just managing your financial life, but also helping you give meaning to your financial goals. And to live a life filled with health, prosperity, and purpose.
Experience
Plus Perspective
As a CERTIFIED FINANCIAL PLANNER™ professional and Managing Partner with Hawekotte Financial Group, I provide financial management and advisory services to individuals, couples, and business owners.
I bring a deep passion for financial literacy and a belief that taking a multi-dimensional approach to financial planning will ensure that all the pieces of your financial puzzle come together clearly in a way that empowers you to shape your future.
Credentials
- CERTIFIED FINANCIAL PLANNER™ professional
- Over 20 years industry experience
- FINRA Series 66 and Series 7
Financial wellness
Comes in many forms…
I’m here to help you find yours
Scroll
About
Story
Discovering “Why”
After years of working with people as a financial advisor, it became clear that building wealth and accumulating assets in and of itself does not create wellness. Financial plans, wealth, assets are all tools. They are the foundation on which we build our future. They provide the “how” and the “what” that leads to well-being.
But they don’t provide the “why”.
My goal is to help you identify your “why”. To work with you in putting together a step-by-step plan for not just managing your financial life, but also helping you give meaning to your financial goals. And to live a life filled with health, prosperity, and purpose.
Experience
Plus Perspective
As a CERTIFIED FINANCIAL PLANNER™ professional and Managing Partner with Hawekotte Financial Group, I provide financial management and advisory services to individuals, couples, and business owners.
I bring a deep passion for financial literacy and a belief that taking a multi-dimensional approach to financial planning will ensure that all the pieces of your financial puzzle come together clearly in a way that empowers you to shape your future.
Credentials
- CERTIFIED FINANCIAL PLANNER™ professional
- Over 20 years industry experience
- FINRA Series 66 and Series 7
Contact Information
Reach out to us with any questions that you may have. We will be excited to help you take the next step toward financial wellness!
Email: planwellbewell@hawekotte.com
Phone: (714) 879-4421
Send Us A Message
Send Us A Message
Contact Information
Reach out to us with any questions that you may have. We will be excited to help you take the next step toward financial wellness!
Email: planwellbewell@hawekotte.com
Phone: (714) 879-4421
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All services offered through Hawekotte Financial Group. Lauren E. Hawekotte (CA Insurance Lic. #0K57671) is a Registered Representative and Investment Adviser Representative with/and offer securities and advisory services through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services offered by Hawekotte Financial Group or CES Insurance Agency. 2248 N. State College Blvd., Fullerton, CA, 93831. 714.879.4421
This communication is strictly intended for individuals residing in the states of AZ, CA, FL, GA, ID, MD, MI, NV, OR, VA, WA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. CES Insurance Agency.
