Financial Planning That Goes Beyond The Numbers
Plan Well
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.
Be Well
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.
Live Well
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.
Financial Planning
That Goes Beyond The Numbers
Our Services
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Plan Well
Financial Checkup
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.
Includes
- Financial snapshot overview
- One hour consultation
Be Well
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.
Our Values
- Investment and/or 401k planning
- Tax planning
- College funding
- Executive benefits analysis
- Risk management
- Estate planning
- Additional service areas included as necessary
Live Well
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.
Includes
- Annual goal setting
- Mid-year financial check-up
- End-of-year assessment
- Advice and guidance as needed
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
Quick Links
Other Links
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.
