CFP®, CPA, RLP®
Matterhorn Financial Planning LLC
Financial Life Planner
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.
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.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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.
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.
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.
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.
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.
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.
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.
Robbie Schoonmaker is Quoted on Nasdaq.com: "4 Reasons Roth IRAs Are Too Good and Actually True"
Robert Schoonmaker is Quoted on Yahoo Finance: "4 Reasons to Not Pay Off Your Mortgage Early"
Robbie Schoonmaker is Quoted on Realtor.com: "5 Reasons To Not Pay Off Your Mortgage Early"
Robbie Schoonmaker is Quoted on Nasdaq.com: "3 Ways Managing Money Is Like a Mountain Marathon"
Robbie Schoonmaker's Article was Featured by The Christian Science Monitor: "Three ways managing money is like a mountain marathon"
Robbie Schoonmaker is Quoted on Business Insider: "I'm a financial advisor who just ran a 34-mile mountain race, and I noticed some surprising parallels about money"
Contact Robbie Schoonmaker
312 W Center St
Pocatello, ID 83204