Financial Advisor's Workshop with Brian Kasal #86 Navigating Financial Planning for Divorced Clients w/ Raquel Hinman, Owner and President, Hinman Financial Planning, Inc.
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Raquel Hinman (https://hinmanfp.com/) is a CFP® based in Erie, Colorado CFP®, and the owner of Hinman Financial Planning, a fee-only financial planning and investment advisory firm she founded in 2015. She helps clients navigate the financial and non-financial issues that accompany major life transitions, specializing in working with people who have inherited money, gone through a divorce, or are preparing to retire.
In this episode, Brian and Raquel discuss:
1. Navigating Financial Planning for Divorced Clients
2. Understanding Client Priorities: Moving Past Financial Metrics
3. Running a Financial Practice Post-Pandemic
4. Managing Market Volatility
LinkedIn: https://www.linkedin.com/in/hinmanfp/
Website: https://hinmanfp.com/
Facebook: https://www.facebook.com/hinmanfp/
Article: https://www.napfa.org/napfa-women-to-know-
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