Robbie Schoonmaker, CFP®, CPA Matterhorn Financial Planning LLC

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About Robbie Schoonmaker, CFP®, CPA

My approach to financial planning is to work collaboratively—don’t expect me to tell you what you need to do. My job is to help you understand the technical side of the decisions that you need to make. I help educate you about the risks, costs, and benefits of your options. We mix into our discussion your personal preferences and your emotional history around money to help you decide what makes sense in your life. I’m only there to offer advice, not to make decisions for you. And I believe the ways that I charge (hourly fees or a retainer) match that approach. I’d be happy to get to know you and see if our personal styles are a good match for working together. I generally work with my clients by web meetings or phone so location is not an issue.

Outside of work, I’m the father of eight children, seven of which still live with me half the time when they aren’t with their mom. There are so many things I want to learn and experience in life that I don’t think I could ever be bored (at least not so far). I particularly love being in the wilderness, preferably hiking a ridgeline somewhere.

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Ideal Clients

  • Gen X
  • Outdoor Enthusiasts
  • Real Estate Professionals
  • Tax Planning

Ways Advisor Charges

  • Monthly Fee
  • Flat Fee
  • Hourly

Fee Options

  • Monthly fee: $175/mo
  • Hourly: $180/hr

SEC Records

States Registered

  • Idaho
  • Texas
  • Utah

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