Plan well. Be well.

Solutions

Coaching services combined with the background and expertise of a CFP® professional. Ability to guide you on your path and help grow your wealth every step of the way.

  • "Plan Well" Financial Check-Up
  • "Be Well" Comprehensive Financial Plan
  • "Live Well" Financial Wellness Coaching

“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.

Includes: Financial snapshot review and 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.

Includes: Investment/401k planning, tax planning, college funding, executive benefits analysis, risk management, estate planning and more.

“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 and advice and guidance as needed.

I created Plan Well, Be Well as a place where financial well-being connects to your personal well-being.

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All services offered through Hawekotte Financial Group. Lauren Hawekotte Robbins (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, 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.