CoCreate Financial

CoCreate Financial is a Financial Planner in Bozeman, MT. The boutique firm offers fee‑only fiduciary financial planning and investment management, serving individuals, business owners, and families who want to align their wealth with personal values and long‑term goals. Services include investment management, business and strategic planning, retirement and long‑term tax planning, estate‑plan design, charitable giving, cash‑flow strategy, and guidance through major life transitions. Clients benefit from a five‑star rating that reflects the firm’s thorough, high‑level guidance across the Bozeman area and beyond.

Rooted in the mountain‑valley town of Bozeman, CoCreate Financial emphasizes a personal touch and disciplined research. Advisors take time to understand each client’s beliefs, values, and convictions, then craft plans that turn resources into catalysts for meaningful impact. The team includes Christa Hudak, CFP®, ChFC®, CKA®, Chief Planning Officer, who focuses on strategic wealth management, and Matt Hudak, AAMS®, CFP®, CEPA®, Chief Investment Officer, who leads a holistic approach that integrates financial, social, and spiritual capital. A low client‑to‑advisor ratio ensures individualized attention, regular market updates, and ongoing plan re‑evaluation as life circumstances evolve. The firm is registered as an investment adviser with the state of Montana.

CoCreate Financial’s office is located on W Dickerson St, Building 2, Suite 3. It sits just a short walk from the Judge Guenther Memorial Center and the Bozeman Fire Department Station 2, each about 0.1 mile away, and is near South 19th Avenue and West College Street, both within a few tenths of a mile.

By blending practical financial tools with a purpose‑driven philosophy, CoCreate Financial delivers clear, values‑aligned planning that resonates with Bozeman residents seeking to make the most of their resources while staying true to what matters most.