Raquel S. Hinman, CFP^®

Principal

Hinman Financial Planning, Inc.

PO Box 1158
Erie, CO 80516

FINANCIAL ADVISOR'S WEBSITE

www.hinmanfp.com

(720) 460-0908

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

Ongoing financial planning fees are offered for as little as $100 per month and project fees begin at $500. Investment management can be provided as either part of a retainer fee or as a percentage of assets under management.

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

No Minimum

General

Raquel Hinman is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Hinman Financial Planning, Inc. in Erie, CO and the surrounding communities.

Financial Advisor Overview

I am dedicated to helping people reach their goals and feel empowered and confident with money. I can work with people on an ongoing or one-time basis, depending on their needs and budget. My practice is open to people of all ages but I feel a special affinity for members of Generation X and am also a member of the XY Planning Network.

Financial Advisor Experience

After more than 20 years working for other firms in the Denver and Boulder area, I opened my own firm, Hinman Financial Planning, in 2015. I meet clients in Erie, Boulder and other locations in the Denver Metro area and am willing to meet virtually, too.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)
Chartered Financial Analyst (CFA)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Asset Allocation, Career Change, Estate Planning, Investment Management, Employee Benefits, Mutual Funds, Real Estate, Retirement, Stocks & Bonds, Life Planning, Tangible Assets, Starting a Family, Succession Planning, Sudden Wealth, Nontraditional Households, Women's Finances