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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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

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