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 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
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.
