Hinman Financial Planning
Hinman Financial Planning, Inc. (HFP), located in Historic Downtown Erie, Colorado offers fee-only financial planning and investment management for busy individuals and families in Erie, Boulder, the surrounding communities and throughout the nation.
The firm was established in January 2015 with a goal of providing good quality financial planning and investment advice focused on the whole net worth, not just investment accounts.
Examples of Hinman Financial Planning clients include:
- Busy professionals who need help planning for retirement and college, while simultaneously dealing with aging parents. Many need help with education, implementation and accountability.
- Mature individuals who want assistance with investing and managing a retirement distribution strategy.
- Individuals who need a trustworthy partner and advisor to help them reach their long-term goals.
Services are offered on a fee-only basis in the belief that everyone should have access to reasonably priced, unbiased advice, regardless of income, net worth or account size. We do not sell insurance. We do not offer proprietary investments, nor do we receive commissions or hidden fees. You are at the center of our relationship. Hinman Financial Planning is not a corporation pushing the latest product or a group salesmen trying to meet a quota. Contact us today for more information.
Raquel Hinman, CFP®
Your financial planning strategy should not be a cookie cutter one-size-fits-all plan. It should be a customized strategy tailor fitted to your individual needs. It takes a dedicated, knowledgeable individual to create a plan customized for your financial goals. Raquel’s background, experience, and fee-only business structure allows her to bring a customized solution for your financial needs. She is an active member in multiple organizations including FPA (Financial Planning Association), NAPFA (National Association of Personal Financial Advisors), the National Association of Estate Planning Councils (NAEPC), and the XY Planning Network. These organizations assist her in bringing expert, current advice and knowledge to her clients.
Over the course of her career, Raquel has done it all. She has worked for firms ranging from small to large, brokerage houses and insurance companies and has been both an advisor and a consultant to advisors. She has worked with the wealthy and middle-class, individuals and families, inheritors, divorcees and business owners. She is an experienced financial planner and wealth coach and is familiar with asset allocation, investment management, and portfolio construction. She has also received training from the Sudden Money Institute, an organization that trains advisors to help people successfully navigate major financial transitions. She enjoys using a value-based planning approach with clients and believes that her experience helps her provide a broad-based approach with practical and realistic solutions.
A Colorado Native, Raquel moved to Boulder in 1989 to attend the University of Colorado. She graduated with a degree in Finance in 1992, earned her CFP® designation in 1998 and has spent her entire career in the financial services industry. As a fiduciary, Raquel is focused on her client's best interests. She serves as Treasurer and a Board Member for Mental Health Partners, a non-profit organization serving the mental health needs of more than 25,000 people in Boulder and Broomfield counties. Although her business is located in Historic Downtown Erie, Raquel has the availability to help clients all over Colorado and throughout the nation. Raquel takes pride in understanding the needs of her clients and her ability to design custom financial strategies that help her customers not only maintain the bottom line but exceed their financial goals.