What is
Financial Planning?
Financial planning is your personalized roadmap to aligning your money with the life you want to achieve. It’s about more than just numbers—it’s about understanding where you are, where you want to go, and how to get there. We’ll work with you to set clear goals, make smart choices, and keep things on track as life evolves.
Areas of service
Budget & Cash Flow
Develop effective savings and spending strategies, manage daily expenses, and create a personalized budget.
Debt Management:
Gain insights into credit score and develop strategies for repaying debt, including practical and manageable steps for tackling outstanding balances.
Tax Optimization
Develop tax-efficient strategies for your income, investments, employment equity compensation, and more to minimize your tax liabilities.
Tax Planning
Understand when and how to review your current taxes and plan for the next year to stay proactive and optimize your tax bill.
Financial education
A supportive partnership, uncovering your unique financial behaviors and patterns to build healthier habits, while addressing specific knowledge gaps to empower confident financial decisions.
Employee Benefits
Understand and maximize your benefits—health insurance, retirement plans—and leverage equity compensation like RSUs and ISOs, covering job changes and buyout implications.
Financial planning for entrepreneurs
Build a roadmap to launch your dream business or optimize finances for your existing business, all while aligning with your personal goals.
Risk management
Build a solid financial foundation with a clear emergency fund, designated beneficiaries, estate planning, and sufficient insurance coverage to protect against life’s uncertainties.
Innovative, Tech-Driven Solutions for Modern Financial Goals
Tech-Driven Solutions
Leveraging modern fintech tools to make the planning process efficient, transparent, and user-friendly.
Modern Approach
We help you plan for FIRE (Financial Independence, Retire Early), starting a business, taking a gap year, or investing in companies.
Simplicity
We break down complex financial concepts into easy-to-understand, actionable steps, making the entire process less overwhelming.
Simple Steps to Achieve Financial Success
01.
Discovery Session
We start by understanding your unique financial situation and goals.
02.
Getting Organized Session
Gathering all relevant information to create a clear picture of your current financial situation.
03.
Personalized Plan
Receive tailored recommendations backed by tech-driven insights.
04.
Implementation & Ongoing Support
Put your plan into action with ongoing guidance and adjustmentsa as needed.
We Have a Simple Plan Pricing
Need custom solution?
Financial Planning
Pricing Plans
Starter Plan for Simple Solutions
Singles: $350/month or $4,200 annually
Couples: $450/month or $5,400 annually
Ideal for clients with straightforward financial needs, such as employment income and no significant assets.
Advanced Plan for Complex Solutions
Singles: $450/month or $5,400 annually
Couples: $550/month or $6,600 annually
Designed for clients with more complex financial situations, including multiple income sources (e.g., employment and business), real estate holdings, and the need for comprehensive planning solutions.
Short-term guidance for specific goals or life events.
Typically lasting 1-6 months, without a long-term commitment.
Price ranges between $1,000-$6,500.
Hourly consultations offer flexible, on-demand financial advice for quick check-ins or specific guidance.
Ideal for addressing immediate needs without committing to ongoing services.
Our hourly rate is $250.
Your Financial Success Blueprint
This checklist is designed to help you take control of your finances, whether you're just starting or looking to optimize your financial strategy.
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Elena Hawk
Elena Hawk, founder of Hawk Advisory, brings a rich background in business strategy, banking, and wealth management. As an immigrant and entrepreneur, she is dedicated to making financial planning accessible, empowering individuals and businesses to achieve financial success with ease. Elena's mission is to simplify complex financial tasks so clients can focus on their talents and personal growth.
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