One-Time Financial Planner in Pocatello, Idaho
You don’t need a long-term contract to get expert financial advice. I offer one-time or project-based financial planning sessions designed to give you clarity, confidence, and direction for your next step.
Want Guidance With Your Finances?
You want guidance with your finances, but you’re not looking for a full-time advisor. Maybe you’re approaching retirement, selling property, or dealing with a big tax year. You’ve probably tried online calculators or advice from friends, but it doesn’t quite fit your situation.
Without the right plan, it’s easy to miss tax opportunities, second-guess investments, or feel unsure if you’re really on track.
Your One Time Financial Planner
As a one-time financial planner in Pocatello, I make financial planning accessible for real people. Through Matterhorn Financial Planning, I help you get clear answers without any ongoing commitment.
I’ll analyze your current finances, explain your options in plain language, and help you make informed choices. Whether you’re preparing for retirement or reviewing your portfolio, I’ll give you the insight and confidence to move forward.
How Our Financial Planing works?
Schedule an Intro Meeting
Book an introductory meeting so we can chat about your situation and what it would look like to work with me.
Review Your Situation
We’ll go through your finances together, covering investments, taxes, goals or whatever topics are on your mind to identify your best next steps.
Leave With a Clear Plan
You’ll walk away with a customized plan and practical guidance you can act on right away.
Our Different Services
Tax Planning
I help you understand how taxes affect your income, investments, and retirement withdrawals. Together, we’ll look for ways to reduce your tax burden while staying compliant.
More On Tax Planning
Financial Plan Review
Already have a plan? I’ll take a fresh look to make sure your goals, investments, and insurance are still aligned with your life today.
Pre-Retirement Planning
If you’re within five to ten years of retiring, I’ll help you evaluate savings, pensions, taxes and Social Security strategies so you can retire confidently.
My Pre-Retirement Planning
Employee Stock Option/Equity Advice
Stock options and company equity can be confusing. I’ll explain how they work, frameworks for deciding when to exercise, and how to handle the tax implications.
Learn About My Employee Stock Option Advice
Roth IRA Conversion Strategies
We’ll review if converting to a Roth IRA makes sense for you — balancing tax costs now with long-term benefits later.
Real Estate Investment Analysis
From rental properties near the University to development land outside Pocatello, I’ll help you understand the financial impact of your real estate decisions in light of the rest of your financial life.
Would I Be A Good Fit For You?
When you meet with me, you get straightforward financial advice — no product sales, no pressure. I’ve worked with families and professionals since 2000 and been in the Pocatello area since 2012, combining experience as a CFP®, CPA, and Registered Life Planner. My approach is educational, not sales-driven.
If you wait to make these decisions, you could miss valuable opportunities or face higher tax bills. Schedule your one-time planning session today and take control of your finances with confidence.