Fee-only financial planning and investment management for anyone in the midst of a major life transition and who is seeking professional financial advice for whatever comes next.
Raquel Hinman, CFP®, CDFA®
Founder & Principal
For more than 25 years, Raquel has combined the art and science of financial planning to help people who have undergone a significant transition, such as an inheritance, divorce, or retirement.
When she was a teenager, her grandfather suggested she become a banker. Small nudges, it seems, can have a huge impact.
While Raquel did not become a banker, that nudge planted a seed that has grown into a passion for helping people understand their money and what it means to them.
She understands that during these periods of change, people not only wrestle with what to do with their money but also how they feel about having it in their lives.
Raquel works with clients on both fronts by helping them:
Racquel Hinman, CFP®
Office Manager & Operations Specialist
As our Office Manager and Operations Specialist, Trissa is our behind-the-scenes Jill of all trades.
Trissa handles everything related to our office management and client service, including client onboarding, account paperwork, and check and service requests. While this native Montanan is skilled at keeping the HFP office running smoothly, what she loves most about her role is being able to help others however she can.
After earning her Bachelor of Science in Communication from Eastern New Mexico University, Trissa spent time in the television news and property management industries. She then invested the next few years as a full-time mom, eventually joining the HFP team in 2016.
When she’s not inputting data and developing workflows, you can find Trissa spending quality time with her husband and two daughters, taking long walks with her dog, paddleboarding, and hiking in Colorado’s great outdoors.
As a Planning Associate, Jackson dives deep into the data.
He assists Raquel in the planning and analysis for clients in any life situation. From carrying out calculations in client plans to taking notes in meetings, Jackson is passionate about helping others find peace in their personal finances.
Jackson desired to find a career he loved in which he could help people. He found that exact opportunity when a mentor introduced him to financial planning. Jackson joined the Financial Planning Program at Utah State University and never looked back. He is currently studying to sit for the CFP® exam.
Outside the numbers, Jackson enjoys going on walks with his wife and dog, golfing, and finding ways to stay active.