Robbie Schoonmaker

Advisor at Matterhorn Financial Planning

Updated today

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Firm

Matterhorn Financial Planning

Location

Pocatello, ID 83204

Credentials

CFP®, CPA

Industry experience

12 years

About

HOW IS YOUR EXPERIENCE DIFFERENT WITH MATTERHORN? • Don’t pay a percentage of your assets—hourly or set fees instead—and no minimums • Experience the process of connecting with yourself through Life Planning to identify the most meaningful goals for you to accomplish, now. • Your Certified Financial Planner is also your CPA and can plan for and prepare your taxes. • You become educated and empowered to make your own financial decisions. • You maintain control over all of your assets, keep them wherever you want and make your own trades based on specific index-based investment recommendations. • Meet from your home (or anywhere!) virtually. • Night and weekend appointments available. • 20+ years of experience with clients from new investors to ultra-high net worth investors, plus real estate management experience.

Client services

Financial planning Selection of other advisers Educational seminars or workshops Income tax services

Expertise

Equity Recipients (RS/RSU, SOP, ESPP) General tax planning

Fee options

Hourly

$425+/hr

Work history

Matterhorn Financial Planning LLC

2013 - Present (13 years)

RW Davis Construction Inc

2011 - 2020 (9 years)

Snow Garden Apartments

2006 - 2020 (14 years)

Disclosures

Retirement income strategy Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Business succession planning Founder/Business Owner Intergenerational Families

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