Raquel Hinman

CFP®

Hinman Financial Planning, Inc.

Principal

Raquel Hinman

CFP®

Hinman Financial Planning, Inc.

Principal

As a fiduciary financial planner, you can rest assured that I am always working in your best interest. - Raquel Hinman, CFP®

Raquel Hinman is a Erie, CO financial advisor and investment manager. Hinman Financial Planning, Inc. specializes in financial planning, investment management, and retirement planning to help clients work towards their financial goals at all stages of life. Raquel Hinman is a fiduciary financial planner.

I strive to help people committed to creating a better financial life for themselves. From my firm in Erie, Colorado, I provide individually tailored advice and realistic, implementable solutions for busy individuals.

Twenty-plus years working for national and regional firms focused on wealthy clients in Denver and Boulder taught me how to provide highly personalized advice and coaching with simplicity and clarity. Today I am especially passionate about helping people like me: Gen X professionals trying to navigate the myriad challenges of saving for retirement, kids, aging parents and busy households.

What sets Hinman Financial Planning apart, though, is the ability to connect the art and science of financial planning. I run the numbers but also spend time exploring your values (your “Why?”) because your values and beliefs around money drive your actions. While you shouldn’t expect each meeting to turn into a session on a counselor’s couch, we do circle back from time-to-time to ensure our work together truly reflects your values and goals.

A Colorado native, I earned a B.S. in Finance from CU-Boulder and am a member of several professional organizations. I also serve as Treasurer and Board Member for Mental Health Partners. When away from work, I enjoy quiet evenings at home with my husband. With two teenage boys, though, my evenings and weekends are frequently spent suffering through homework, chores and, soon, teaching my older son to drive. We are avid basketball fans (Go Buffs!) and enjoy many of the outdoor activities Colorado has to offer.

Raquel Hinman's fiduciary obligation is governed by:

  • Certified Financial Planner (CFP)
  • XY Planning Network
  • National Association of Personal Financial Advisors (NAPFA)

At Hinman Financial Planning, Inc., I strive to help busy individuals and families who are committed to creating better financial lives for themselves.  By blending the art and science of financial planning with low-cost, diversified portfolios, we move beyond crunching numbers to connect your money with your values.

We Start With You…

When we begin our financial planning work together, our first conversations will be about your values and your goals.
Knowing the values that are most important to you will drive our work together.
Once we have a clear understanding of your values, we can work to define and refine your goals. Do you have clear goals? Are they in alignment with your values?

Comprehensive Planning…

Keeping your goals and values in mind, we will prepare a comprehensive plan that includes your whole net worth and all of the areas that are important to you. And because reviewing everything can be overwhelming, we organize the steps and our meetings into manageable doses, starting with the issues that are most important to you. After every meeting, you will receive a written report with recommendations and action steps.

Our Ongoing Work Together…

Life changes: You have kids. You change jobs. A parent dies. Good, bad, or ugly, the one constant in life is change. As your passions change, and your values and goals along with them, Hinman Financial Planning can help you re-evaluate, adjust, and move forward. With and when you are a Financial Planning Retainer Client, I am available to help you manage the transitions and will contact you periodically throughout the year (especially if it appears you are heading off track). Of course, you should always feel free to contact me when you have questions or are experiencing changes of heart or direction.

To talk about whether ongoing planning services might be a good fit for you or your family, and to receive a customized proposal, please schedule a complimentary introductory meeting.

 

Learn Why Fiduciary Matters When Choosing a Financial Advisor:

Specialties

  • Financial Planning
  • Retirement Planning
  • Investment Management
  • Business Planning
  • Estate Services
  • Education Planning

Ideal Clients

  • Retirees and Near Retirees
  • Young Families
  • Entrepreneurs & Business Owners
  • Medical Professionals
  • Military
  • Sudden Money Situations

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • No-Cost Initial Consultation
  • Hourly Fee
  • Monthly Retainer
  • % of Assets Under Management

Professional Designations & Affiliations

  • Certified Financial Planner (CFP)
    Raquel Hinman is CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

  • XY Planning Network
    Raquel Hinman is a Member of the XY Planning Network

    The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.

  • National Association of Personal Financial Advisors (NAPFA)
    Raquel Hinman is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Financial Planning Association
    Raquel Hinman is a member of The Financial Planning Association® (FPA®)

    FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.

Contact Raquel Hinman

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Office Locations:

  • PO Box 1158
    568 Briggs St
    Erie, CO 80516-1158

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