Let’s find your why so that you can Plan Well and be well

Simple Solutions for Complex Lives

Financial Check-up

From first homes to kids heading off to college and new ventures to new challenges, life-changes are happening all the time. Make sure you are making the financial decisions that aren’t just right. But are right for you. Get the insights you need from a CERTIFIED FINANCIAL PLANNER™ professional.

Comprehensive Financial Plan

Using your “why” as a foundation, we’ll design a financial framework that connects the dots from arbitrary numbers on a page to what those numbers represent. A comprehensive plan that will evolve with you over the years, help you achieve your goals and live your intended life.

Financial Wellness Coaching

Because it’s not just about achieving a healthy financial future. It’s about sustaining one. Together we’ll evaluate your current situation, identify important milestones, and set up goals for the coming year.

Why Us?

We Go Beyond Finances

Financial plans, wealth and assets are simply tools. They provide the “how” and “what” to laying a strong financial foundation. At Plan well Be well, we want to help you define the “why” that gives your financial decisions meaning and connects them to your personal well-being.

We Understand Our Clients

Our goal is to empower working professionals like you to shape your future by taking an integrated approach to financial planning. To help you harness all the tools available and put together a step-by-step plan for increasing income and living a life filled with health, prosperity, and purpose.

Schedule a consultation to

Get Started Today

Let’s Find Your “Why”

So That You Can

Plan Well And Be Well

Get  started

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Simple Solutions for Complex Lives

Financial Check-up

From first homes to kids heading off to college and new ventures to new challenges, life-changes are happening all the time. Make sure you are making the financial decisions that aren’t just right. But are right for you. Get the insights you need from a CERTIFIED FINANCIAL PLANNER™ professional.

Comprehensive Financial Plan

Using your “why” as a foundation, we’ll design a financial framework that connects the dots from arbitrary numbers on a page to what those numbers represent. A comprehensive plan that will evolve with you over the years, help you achieve your goals and live your intended life.

Financial Wellness Coaching

Because it’s not just about achieving a healthy financial future. It’s about sustaining one. Together we’ll evaluate your current situation, identify important milestones, and set up goals for the coming year.

Why Us

We Go Beyond Your Finances

Financial plans, wealth and assets are simply tools. They provide the “how” and “what” to laying a strong financial foundation. At Plan well Be well, we want to help you define the “why” that gives your financial decisions meaning and connects them to your personal well-being.

We Go Beyond Your Finances

Our goal is to empower working professionals like you to shape your future by taking an integrated approach to financial planning. To help you harness all the tools available and put together a step-by-step plan for increasing income and living a life filled with health, prosperity, and purpose.

Schedule A Consultation To

Get Started Today

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.