With great independence comes great responsibility when it comes to entrepreneurship—especially if you’re a solo firm owner. While Raquel Hinman, CFP®, and Michael Reynolds, CFP®, CSRIC®, AIF®, CFT-I™ can’t wave a magic wand that makes all your time-consuming business management responsibilities disappear, they can offer real tips and tricks to increase your productivity. Solutions like optimizing your technology so you reduce the time spent on manual tasks add up to time—and money—better spent.
If you’re interested in focusing on the work that profits your business, rather than the minutiae that keeps it running, this is a can’t-miss event!
Raquel Hinman, CFP®, CDFA®
Hinman Financial Planning
For more than 25 years, Raquel has combined the art and science of financial planning to help people who have undergone a significant transition, such as an inheritance, divorce, or retirement.
When she was a teenager, her grandfather suggested she become a banker. Small nudges, it seems, can have a huge impact.
While Raquel did not become a banker, that nudge planted a seed that has grown into a passion for helping people understand their money and what it means to them.
She understands that during these periods of change, people not only wrestle with what to do with their money but also how they feel about having it in their lives.
Michael Reynolds, CSRIC®, AIF®, CFT-I™.
Michael Reynolds is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and owner of Elevation Financial, a fee-only financial planning and investment management firm serving progressive SRI/ESG investors.
Michael works with individuals and families who are ready to gain greater control over their money and build a life with intention.
Michael has been an entrepreneur for over two decades and has built and sold multiple businesses, including a digital marketing agency, a software company, and other service businesses.
Michael hosts a weekly personal finance podcast called Wealth Redefined® which can be found whenever you listen to podcasts.