Robbie Schoonmaker, CFP®, CPA Matterhorn Financial Planning LLC

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About Robbie Schoonmaker, CFP®, CPA, RLP

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.

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Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

Ideal Clients

  • Financial Life Planning
  • Tax Planning
  • Work/Life Balance

Ways Advisor Charges

  • Monthly Fee
  • Flat Fee
  • Hourly

Fee Options

  • Monthly fee: $200+/mo
  • Hourly: $225+/hr

SEC Records

Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

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