Raquel Hinman
CFP®, CDFA®
Hinman Financial Planning
Founder and Principal
Raquel Hinman
CFP®, CDFA®
Hinman Financial Planning
Founder and Principal
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Raquel Hinman, CFP®, CDFA®
Fee-Only financial planner located in Erie, CO, serving clients locally and across the country
Raquel Hinman is a Erie, CO fee-only financial planner. Hinman Financial Planning provides comprehensive financial planning, project planning, and investment management to help mature individuals and busy professionals organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Raquel Hinman is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
A Colorado native, Raquel Hinman graduated from the University of Colorado-Boulder with a BS in Finance in 1992, earned her CFP® designation in 1998 and has spent her entire career in the financial services industry. She is a member of FPA (Financial Planning Association), NAPFA (National Association of Personal Financial Advisors), NAEPC (National Association of Estate Planning Councils) and the XY Planning Network. She is a board member and Past Chair of Mental Health Partners and a mentor at the CU Leeds School of Business. She lives in Erie, CO with her husband and two teenage boys. In her spare time, she enjoys running, reading, and watching basketball.
Raquel Hinman is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
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, Longmont, Boulder, 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.
- Recent retirees who want assistance with investing and managing a retirement distribution strategy.
- People in transition who need a trustworthy partner and advisor to help them navigate toward their long-term goals.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
-
Raquel Hinman is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
-
Raquel Hinman is a Member of the XY Planning NetworkThe 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.
-
Raquel Hinman is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® 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.
-
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.
-
Raquel Hinman is an Accredited Estate Planner® (AEP®)Professional estate planners can obtain an accreditation that acknowledges their experience and specialization in estate planning. Awarded by the National Association of Estate Planners & Councils to recognized estate planning professionals who meet special requirements of education, experience, knowledge, professional reputation, and character.
-
Raquel Hinman is a Certified Divorce Financial Analyst® (CDFA®)A CDFA® professional is a financial professional skilled at analyzing data and providing expertise on the financial issues of divorce. The role of the CDFA® professional is to assist the client and his or her attorney to understand how the decisions he or she makes today will impact the client’s financial future. A CDFA® can take on many roles in the divorce process: Financial Expertise and Strategy, Data Collection and Analysis, Expert Presenter and Litigation Support. In some cases, CDFA® professionals are called upon to act as expert witnesses in court or in mediation proceedings.
Contact Raquel Hinman
Office Locations:
-
568 Briggs Street
Erie, CO 80516
