Robbie Schoonmaker

CFP®, CPA, RLP®

Matterhorn Financial Planning LLC

Financial Life Planner

Robbie Schoonmaker

CFP®, CPA, RLP®

Matterhorn Financial Planning LLC

Financial Life Planner

You deserve to discover your deepest and most profound goals through the Life Planning process, and make that the focus of our planning. - Robbie Schoonmaker, CFP®, CPA, RLP®

Hourly and set-fee Financial Life Planner based in Pocatello, ID, serving clients locally and across the country

I am a Pocatello, ID based Financial Life Planner. Through a unique blend of business and billing structure, technical skills and experience, relationship skills and structured inquiry as well as a healthy dose of authenticity, you will experience financial planning done differently while working virtually with me at Matterhorn Financial Planning.

Robbie Schoonmaker is an hourly and set-fee Financial Life Planner at Matterhorn Financial Planning LLC, located in Pocatello, ID


I have worked in the financial planning and investment industry for over twenty years as a Certified Financial Planner® professional and a Certified Public Accountant and, more recently, a Registered Life Planner.  I provided tax and/or financial planning services with PricewaterhouseCoopers LLP and Arthur Andersen LLP (both global accounting firms), The St. Louis Trust Company (a multi-family office), and A.G. Edwards & Sons, Inc (a full-service securities broker-dealer), all in the St. Louis Missouri area. I also oversaw a real estate based family office in Utah for fifteen years. I obtained a bachelor’s degree in History from BYU and a Masters of Accountancy from the University of Missouri, Columbia.

Robbie Schoonmaker is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning.

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.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Robert Schoonmaker is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Registered Life Planner® (RLP®)
    Robbie Schoonmaker is a Registered Life Planner® (RLP®)

    A Registered Life Planner® (RLP®) is a Financial Planner who has been fully trained in Life Planning by completing the three step process of becoming an RLP®: Seven Stages of Money Maturity® workshop, 5-Day Life Planning training and the 6 Month Mentorship Program. This method of training is based on the premise that advisors should first discover a client’s most essential goals in life before formulating a financial plan, so a client’s finances fully support those goals. They therefore become your partner in clarifying and achieving your most meaningful and deeply felt aspirations.

  • XY Planning Network
    Robert Schoonmaker is a Member of the XY Planning Network

    The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.

  • Garrett Planning Network - GPN
    Robert Schoonmaker is a member of the Garrett Planning Network. Click here to learn more.

    Everyone needs competent, objective financial advice from time to time. The Garrett Planning Network has a nationwide membership with hundreds of independent, Fee-Only financial planners providing advice to people from all walks of life, without minimum account requirements, sales commissions, or long-term commitments. Our members proudly embrace their fiduciary duty, always placing their clients' best interests first.

  • Certified Financial Planner (CFP)
    Robert Schoonmaker is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

  • CPA - Certified Public Accountant
    Robert Schoonmaker is a Certified Public Accountant. Click Here to Learn More.

    Certified Public Accountants are licensed by the state and authorized by the state to practice public or private accounting. CPA licensing requirements are state specific, but typically include a bachelors degree with additional accounting coursework, successful completion of the Uniform CPA Exam, work experience, successful completion of an approved ethics course, and ongoing continuing education.

  • Financial Planning Association
    Robert Schoonmaker is a member of The Financial Planning Association® (FPA®)

    FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.

Contact Robbie Schoonmaker

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Office Locations:

  • 312 W Center St
    Pocatello, ID 83204

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