Matterhorn Financial Planning
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About Matterhorn Financial Planning
Matterhorn Financial Planning, LLC is a fee-only financial advisory firm based in Pocatello, Idaho. Established in 2013 by Robert J. Schoonmaker, a Certified Financial Planner (CFP), Certified Public Accountant (CPA), and Registered Life Planner (RLP), the firm offers personalized financial planning services to individuals seeking to achieve their life goals. Services Offered: Comprehensive Financial Planning: Matterhorn employs the EVOKE Life Planning Process to help clients identify and pursue their most meaningful objectives. Tax Planning and Preparation: With expertise in tax matters, including Alternative Minimum Tax (AMT) issues related to Incentive Stock Options (ISOs), the firm integrates tax strategies into clients' financial plans. Investment Guidance: Clients receive education and recommendations on index-based investments, maintaining control over their assets without the firm managing investments directly. Fee Structure: Matterhorn operates on an hourly or set-fee basis, avoiding the traditional model of charging a percentage of assets under management. This approach allows the firm to serve clients without requiring a minimum portfolio size. Client Engagement: The firm offers virtual meetings, accommodating clients' schedules with night and weekend appointments. This flexibility enables clients from various locations to access their services conveniently. Professional Background: Robert Schoonmaker brings over 20 years of experience in financial planning and tax services, having worked at PricewaterhouseCoopers, Arthur Andersen, and The St. Louis Trust Company before establishing Matterhorn Financial Planning. Contact Information: Mailing Address: PO Box 693, Pocatello, ID 83204 Email: robbie@matterhornfp.com Phone:(208) 417-8330Services
Comprehensive Financial Planning Retirement Planning Tax Planning and Preparation Investment Advice Insurance Review Debt Analysis College Funding Planning Estate Planning Discussions Budget Analysis Employee Benefits Review Financial Education