Robert J. Schoonmaker,  CFP<sup>&reg;</sup> - Financial Advisor

Robert J. Schoonmaker, CFP®

CPA

Owner

Matterhorn Financial Planning LLC

PO Box 541
Inkom, ID 83245

Matterhorn Financial Planning LLC

10808 S River Front Parkway #3064
South Jordan, UT 84095
FINANCIAL ADVISOR'S WEBSITE
(801) 472-0744

General

Robert Schoonmaker is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Matterhorn Financial Planning LLC in Inkom, ID and the surrounding communities.

Financial Advisor Overview

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. How much money you make and how much money you have saved aren’t particularly relevant to whether we should work together. 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.

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Financial Advisor Experience

I've been a financial planner since 2000, helping clients at Arthur Andersen, The St. Louis Trust Company and AG Edwards prior to opening my own firm. I've also worked as the general manager of a real estate family office.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Career Change, Asset Allocation, Getting Married, Mutual Funds, Real Estate, Insurance, Life Planning, Starting a Family, Personal Taxes

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Helpful Financial Planning Resources