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®

Experience Financial Planning Done Differently. Hourly and set-fee Financial Life Planner serving clients across the country.

I am not bound by geography and serve clients across the country.

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.

Hourly and Set-Fee Financial Life 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.

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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.

  • 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.

    A Certified Public Accountant (CPA) is a professional accountant who has met the education and experience requirements set by their state's Board of Accountancy and has passed the Uniform CPA Exam. CPAs are licensed to provide a wide range of accounting services, including financial statement preparation, tax planning and preparation, auditing, consulting, and other financial advisory services.

  • 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.

  • 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.

  • 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.

Contact Robbie Schoonmaker

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Office Locations:

  • 312 W Center St
    Pocatello, ID 83204

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