Advisors at this firm
Emily G
Series 65
Erie, CO
Hinman Financial Planning, Inc.
Emily Green is a financial advisor with Hinman Financial Planning, Inc. in Erie, Colorado. She holds a Series 65 credential and has one year of industry experience. Prior to joining Hinman Financial Planning, she worked at MY Wealth Planners LLC and had entrepreneurial experience as owner of Sneaky Rhino Inc. DBA JavaStop. Hinman Financial Planning serves individual clients, including high-net-worth households, offering integrated wealth management, standalone financial planning, and discretionary portfolio management. The firm employs a long-term, buy-and-hold investment approach based on Modern Portfolio Theory, supplemented by fundamental and cyclical analysis, with implementation typically conducted on a discretionary basis.
Raquel H
CFP®
Erie, CO
Hinman Financial Planning, Inc.
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.