Robert J. Schoonmaker, CFP^®

CPA

Owner

Matterhorn Financial Planning LLC

PO Box 693
Pocatello, ID 83204

FINANCIAL ADVISOR'S WEBSITE

www.matterhornfp.com

(208) 417-8330 CONNECT WITH Robert

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

I am paid only by my clients who pay me an hourly fee for my advice, with no minimum assets or income level.

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

No Minimum

My Links

Main Website

General

Robert Schoonmaker is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Matterhorn Financial Planning LLC in Pocatello, ID and the surrounding communities.

Financial Advisor Overview

EXPERIENCE FINANCIAL PLANNING DONE DIFFERENTLY • 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 CFP is also your CPA and can plan for and prepare your taxes, including AMT issues related to Incentive Stock Options (ISOs). • 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.

Financial Advisor Experience

I've been a financial planner since 2000, helping clients at Arthur Andersen, The St. Louis Trust Company and AG Edwards prior to opening my own firm. I've also worked as the general manager of a real estate family office.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)
Certified Public Accountant (CPA)
Other - Registered Life Planner

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Career Change, Mutual Funds, Real Estate, Retirement, Life Planning, Sudden Wealth, Nontraditional Households, Personal Taxes