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Navigating Financial Planning for Divorced Clients

Raquel Hinman 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

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