Financial Advisor in Pocatello Idaho
Navigate Your Financial Journey with Confidence
At Matterhorn Financial Planning, I aim to be more than your financial advisor—I'm your guide on the path of using your resources to create a meaningful, joyful life. We’ll build a plan that aligns with your values so you can pursue your passions sooner—whether that’s exploring Idaho’s outdoors or building the life you’ve dreamed of.
The Challenge: Feeling Lost on Your Financial Path
You’re working hard—but are you using your earnings to live your most meaningful life? Uncertainty about retirement, tax complexity, equity comp questions, and fee drag can keep you up at night and steal joy from the present.
Your Guide: Financial Planning, Done Differently
I’m a CFP®, CPA, and RLP with 20+ years’ experience (including Big Five firms & UHNW multi-family office). I integrate tax planning, financial analysis, education, and your values into one cohesive plan. Fee-only hourly—no asset-based fees—so you pay only for the time that your planning requires.
Your Path to Financial Clarity: 3 Simple Steps
1) Discovery & Planning: Start with values, goals, and education to craft your plan.
2) Strategy Implementation: We implement tax-efficient strategies together (I never take control of your money).
3) Ongoing Partnership: One-time, periodic, or regular check-ins—adjust as life evolves.
Comprehensive Financial Services in Pocatello
Financial Life Coach • Ongoing Financial Consultant • One-time Financial Planner • Tax Consultant (ISOs, NSOs, RSUs) • Personal Tax Prep (for planning clients) • Investment Advice tailored to your 401(k) and values (no custody, no trading on your behalf).
The Matterhorn Difference: Your Financial Success, My Mission
Fee-only hourly advice that puts your interests first. CFP® + CPA + RLP means tax-aware, life-centered planning—without AUM fees. Don’t wait and miss opportunities: clarity beats hesitation.
Visit My Pocatello Office (by Appointment)
Ready to start your journey toward a meaningful financial life? Meet by Zoom or in person with Pocatello’s trusted fee-only hourly financial advisor.