Financial Planning
Comprehensive financial planning that connects every piece of your financial life (cash flow, equity, retirement, estate coordination, insurance and life transitions) into one structured roadmap.
Learn moreFINANCIAL CLARITY. BUILT AROUND YOU.
Your financial life has gotten complex. It’s time for someone who can see the whole picture.
Hawk Advisory works with established professionals and families, coordinating tax strategy, investments and long-term financial planning into one clear, structured plan.
WHAT WE OFFER
Every piece of your financial life.
One coordinated strategy.
Investment Management
Active portfolio management built around your specific situation: tax-optimized, risk-appropriate and coordinated with your broader financial plan.
Learn more
Tax Planning
Proactive tax strategy that goes beyond filing. We look for ways to reduce your tax burden, coordinate across income sources and make smarter decisions throughout the year.
Learn moreWHO WE WORK WITH
When your finances
outgrow generic advice.
We work with established professionals and families who have accumulated real assets and complex financial lives, and need someone to coordinate the full picture.
Significant equity compensation, investment portfolios or business income
Tax complexity that generic advice hasn’t addressed
A financial life that has outgrown the current plan
They’re looking for structure, precision and someone who can see what they can’t.
HOW IT WORKS
Three steps to a plan
you can act on.
Intro call
We talk through your priorities—an upcoming vest, an ISO decision or accounts spread across several providers—and decide together whether we’re a fit.
Discovery and analysis
You share your tax returns, equity grants and account statements. We organize and analyze them; you don’t need to tidy anything first.
Strategy and written plan
We walk through tax scenarios, equity recommendations and your investment approach. Your written deliverable follows within five business days.
OUR VALUES
Clarity in how we think.
Conviction in how we work.
Fiduciary
Your interests come first, always. Every recommendation, strategy and decision is rooted in what is best for you and your financial future.
Tax-Forward
Tax strategy is built into every decision we make. From investment placement to equity comp timing, we plan around your tax position proactively.
Equity-Fluent
RSUs, ISOs, ESPP, K-1s, concentrated positions: we speak the language of complex compensation and build a coordinated strategy around it.
Structured
Every engagement has defined scope, clear deliverables and a structured process, so you always know where you are and what comes next.
MEET THE FOUNDER
Elena Hawk, CFP®
Elena Hawk, CFP®, is the founder of Hawk Advisory LLC, a registered investment advisory firm. Her career spans wealth management at JPMorgan Chase, Raymond James and UBS, where she worked on investment management and tax-forward planning across the full range of a client’s financial picture.
Hawk Advisory is a fee-only fiduciary: she is paid by clients, never by product providers.
About ElenaINSIGHTS
A more informed perspective.
EQUITY COMPENSATION
Paying Tax Twice on RSUs: Why It Happens and How to Fix It
Why a missing cost basis on Form 1099-B can make the same RSU income appear taxable twice—and how to spot it.
Read article5 min readEQUITY COMPENSATION
RSU Tax Withholding: How Your Employer Picks the Method
Why taxes withheld at vesting can fall short of your final bill, and how employer withholding methods work.
Read article5 min readEQUITY COMPENSATION
Changing Jobs With Equity? What to Do Before You Resign
The equity deadlines, 401(k) rollover decisions and financial planning steps to review before you resign.
Read article6 min readYOUR NEXT CHAPTER
If your finances have outgrown your plan, let’s talk.
A free 30-minute call to see whether Hawk Advisory is the right fit.
Book a Free 30-Minute Call