“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,” says Lauren Robbins, Managing Partner with Hawekotte Financial Group and founder of Plan well. Be well. “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 in all I do is to help you identify your ‘why’.”
Lauren believes that the universal “Why” is to be well -- to live a fulfilled life in which you’re able to do the things you want to do, live the life you want to live and be the person you are meant to be. She has a deep passion for financial literacy and belief that taking a multi-dimensional approach to financial planning ensures that all the pieces of your financial puzzle come together clearly in a way that empowers you to shape your future.
Who We Are
Hawekotte Financial Group is a family-owned, boutique financial planning and wealth management firm for individuals, families, and business owners. “We know that planning for your financial future can be complex. That’s exactly why we work to simplify it and design a financial framework that will evolve with you over the years,” says John Hawekotte, Founding Partner and Financial Advisor. The father-daughter business partners bring a unique dynamic to how they approach challenges and offer solutions. Their range in perspective means they often come to the same conclusion but from different angles.
John’s in-depth experience includes accounting, law, taxation, and real estate. As Managing Partner and a Certified Financial Planner™ professional, Lauren provides financial management and advisory service to individuals, couples, and business owners. They work with clients to put together a step-by-step plan for managing their overall financial life, whatever their level of wealth.
How We Can Help You
Are you living your best life? The life you know you were meant to live. Maybe your vision for your future is crystal clear. You have a list of goals and aspirations mapped out before you. But you lack the means to achieve them. Financial planning isn’t just about "the numbers”. It’s about planning well so that you can be well. 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.
Using your ‘why’ as a foundation, Hawekotte Financial Group will 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. Because it’s not just about achieving a healthy financial future. It’s about sustaining one.
Lauren E. Robbins (CA Insurance Lic. #0K57671) is a Registered Representative, and an Investment Adviser Representative with/and offers securities and advisory services through Commonwealth Financial Network®, member FINRA/SIPC, a registered investment adviser. Fixed Insurance products and services offered through CES Insurance Agency. Hawekotte Financial Group is located at 2248 N. State College Blvd. Fullerton, CA 92831. (714) 879-4421.