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Explore how your finances can enhance your impact and purpose!

Your resources are as valuable as you make them.
Driven by one thing... Passion.
Let's create a future... together—
a future driven by what matters most.

How we help clients like you

We serve a wide range of clients, explore a few scenarios that might relate to your situation.
INQUIRE

A small business owner prepares to sell their business

Maximizing value
preparing successors
defining the next chapter
funding the future

New empty-nesters prepare a legacy for their adult children

Defining Legacy
Mapping out a plan
Preparing relationships
Engaging 3 types of capital

A daughter receives a life-changing inheritance

Honoring legacy
Establishing purpose
reenvisioning goals
maximizing impact

A businessman creating passive income from savings

Diversifying income
Mitigating taxes
Freeing up focus
Adaptive distributions
Preserving liquidity

A Charity working on its financial strength.

If you're an institutional investor or a charity, we love to help with financial policies, planned giving programs and broad strategic planning. Call us to find discuss your needs. We even offer pro bono services to a select number of charities.

Are you ready to CoCreate?

We work with clients who are looking to have as much impact on the world around them as they can while enjoying their relationships and adventures.

Start with a 30 minute call

The first step is to schedule a 30-minute “Find out about CoCreate” phone call by visiting cocreatefinancial.com/schedule and picking a time that will work for you. On the phone call, we will want to hear about the basics of your financial situation as well as your goals and plans. We will ask lots of questions to gain an understanding of who you are and where you want to be headed. We will share about our firm and an overview of how we would engage in your specific situation.
Learn More »
I want to know that I have enough in the present and in the future
I want to make decisions that reflect my values not my financial fears
I want my finances to equip a life of balance and generosity
There is more to life than financial success
I want to make the most of my surplus

Schedule an intro call today!

use our online scheduling tool to schedule an introductory appointment or reach out to us with a question.

OUR CREW

Meet the Team

Christa Hudak, CFP(r), ChFC(r), CKA(r) Financial Advisor Chief Planning Officer

CHRISTA HUDAK

CFP®, ChFC®, CKA®
Chief Planning Officer
Financial Advisor
Visit Christa on FacebookVisit Christa on LinkedIn

Matt Hudak

AAMS®, CFP®
Chief Investment Officer
Financial Advisor
Visit Matt on Facebookvisit Matt on linkedin
Matt Hudak, CFP(r), AAMS(r) Financial Advisor CEO, CIO, CCO
Sierra Lommatsch Business Manager

Sierra Lommatsch

Business Manager
In order to deliver consistent results to our existing clients, we have limited space for new clients each quarter. Reach out to us for a consultation.

Frequently Asked Questions

  • do you have a minimum account size?

    We have a flexible minimum, so we always encourage people to schedule a 30-minute call. While we make a limited number of exceptions each calendar quarter, our client minimum is currently around $1,000,000 of investment assets; however, there are a number of variables that can affect how we look at this number, including age & financial trajectory, scope of work involved, businesses and other illiquid assets on which we are consulting, and how much fun we’re going to have working together.

    Are you Fee Only/Are you a Fiduciary?

    Yes and Yes. At the same time, we believe that there is much more to selecting the right advisor that the two “F” words. In fact, they are mostly just marketing hype from a group within the financial industry. Being fee only, doesn’t eliminate conflicts of interest, it simply looks different from a commission model. Objectively, there are circumstances in which a commission is better. Being a Fiduciary, only means that there are more stringent legal standards, but those only affect a person if there is a breach worth pursuing in court. We recommend evaluating fit from a neutral perspective, considering ethics, relational fit, professional qualifications, business model, etc.

    Can you help me with my business and personal business needs?

    Yes. Many of our clients are business owners, and we love engaging their personal and businesses together. While most Financial Advisors are employees or independent contractors of large corporations, Matt and Christa actually own CoCreate Financial and started it from scratch giving them unique insight into the needs and experiences of business owners.

  • Do you file taxes?

    We love helping solve tax puzzles, but we aren’t CPAs or Enrolled Agents, so we don’t file taxes on behalf of our clients. We lean heavily on our clients CPAs and Attorneys for tax advice, and have an incredible network to which we can refer. Often times, we are able to spend a considerable amount more time working through the problem and preparing you to have an efficient and effective conversation with your other professionals.

    Ask a different Question...

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Recent Posts

August 5, 2024
Navigating a Tech Bubble Burst
Matt Hudak, AAMS®, CFP®
No Comments

Here are two sets of charts that we feel do a great job of explaining what is happening in the stock markets over the past few weeks. The first is one that we created about a month ago that illustrates the tech bubble on July 10th. The second chart shows three different stock market averages, […]

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July 2, 2024
CoCreate Financial Contact List
Matt Hudak, AAMS®, CFP®
No Comments

A contact directory for our clients.

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July 2, 2024
5 things that could fix a broken economy
Matt Hudak, AAMS®, CFP®
No Comments

Matt Hudak, AAMS®, CFP® We don’t publicly engage in much discourse that touches the political spectrum.  We believe the polarization of American society is the greatest geopolitical and economic risk we face today and in order to overcome this risk we need to come together.  In turn, we do our best to put our energy […]

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June 30, 2024
Announcing our New CoCreate Financial Client Portal
Matt Hudak, AAMS®, CFP®
No Comments

We're really excited to announce our cocreate financial client portal and app. In the first few days of July, each of our clients will receive a link and instructions to set up a new portal account. We've been working very hard to include a lot of useful features and have complete control over how your […]

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Pursue Your Passion!

The most important thing you can do for your future lies within the actions you take here and now.
Let's create a future...together.
LET'S GO!
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CoCreate Financial is an Investment Adviser registered with the state of Montana.
This website is a publication of CoCreate Financial. Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the authors as of the date of publication and are subject to change. Information on this website does not involve the rendering of personalized investment advice, but is limited to the dissemination of general information on products and services. A professional adviser should be consulted before implementing any of the options presented. Information on this website is not an offer to buy or sell, or a solicitation of any offer to buy or sell the securities mentioned herein. Hyperlinks on this website are provided as a convenience and we disclaim any responsibility for information, services or products found on websites linked hereto. Information on this web site is directed toward U.S. residents only. CoCreate Financial, LLC is registered as an investment adviser with the state of Montana. CoCreate Financial only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. CoCreate Financial conducts business in numerous states.

Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that the future performance of any specific investment, investment strategy (including the investments and/or investment strategies recommended by the adviser), or product made reference to directly or indirectly on this website, or indirectly via hyperlink to any unaffiliated third-party website, will be profitable or equal to past performance levels. All investment strategies have the potential for profit or loss. Changes in investment strategies, contributions or withdrawals may materially alter the performance, strategy and results of your portfolio. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client’s investment portfolio. Historical performance results for investment indexes and/or categories, generally do not reflect the deduction of transaction and/or custodial charges or the deduction of an investment-management fee, the incurrence of which would have the effect of decreasing historical performance results. Economic factors, market conditions, and investment strategies will affect the performance of any portfolio and there are no assurances that it will match or outperform any particular benchmark.
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