Ongoing Hourly Financial Consultant Pocatello, Idaho
As your ongoing hourly financial consultant in Pocatello, I’m here to help you stay on course. Together we’ll build and adjust a plan that reflects your values and keeps your vision of a fulfilling life in focus.
Is Your Financial Planning Sliding?
Between work, family and enjoying all that Pocatello offers — from hiking the City Creek trails to cheering on the Bengals at Holt Arena — it’s easy to let financial planning slide. Yet without an ongoing financial consultant by your side, you may lie awake wondering whether you’re saving enough for retirement, paying more taxes than necessary or missing opportunities hidden in your current portfolio. Many people I meet feel overwhelmed by the endless stream of decisions: should you max out your 401(k) or pay down the mortgage? How will market swings affect your ability to travel or support the causes you love? Perhaps you’ve pieced together advice from friends, national blogs or an article on Bogleheads, but you still question whether you’re on track. The complexity only grows as you balance college savings, insurance decisions and the desire to live a meaningful life without worrying about outliving your money. You deserve peace of mind and a clear path.
Financial Consulting Done With You
At Matterhorn Financial Planning, my mission is to make your role as an investor and saver as effortless as strolling through Old Town on a Saturday. As a local ongoing hourly financial consultant working in person and virtually from Pocatello, Idaho, I listen to your story, learn what truly matters to you and craft a flexible financial roadmap that adapts as life changes. I offer clear guidance rooted in fiduciary care by educating you on the risks and benefits of the choices in front of you. My promise is to simplify complex decisions—tax strategies, portfolio adjustments, Social Security timing—so you can focus on living a meaningful, joyful life (matterhornfp.com). With ongoing check‑ins, you won’t have to second‑guess yourself; I’ll be there to answer questions, anticipate pitfalls and celebrate milestones along the way.
How Our Financial Planing works?
Start the Conversation
Schedule a complimentary consultation where we discuss your dreams, challenges and current financial picture at my Old Town Pocatello office or over Zoom.
Create Your Personalized Plan
I’ll conduct a comprehensive analysis and we can talk through the decisions you need to make to create a clear strategy—incorporating retirement timelines, tax planning and risk tolerance—so you know exactly what steps you want to take next.
Enjoy Ongoing Guidance
Life changes and so should your plan. I’ll meet with you regularly, update your strategy as needed and keep you informed about opportunities and risks, ensuring you can spend more time exploring the Portneuf Greenway and less time worrying about your finances.
Our Different Services
Comprehensive Financial Review
We look at your entire financial picture—from investments and debts to insurance and estate documents—to identify missed opportunities and explore different approaches that may align better with your goals. This thorough review keeps your plan aligned with the ever‑changing financial landscape.
Pre‑Retirement Checkups
A few years from retirement? We’ll evaluate what (if anything) to change in the years leading up to retirement, whether working more or fewer years will impact your lifestyle and which tax strategies make sense as your income shifts.
Retirement Planning
As you transition from saving to spending, I help you decide when to take Social Security, how to adjust your portfolio and how to balance enjoying life now with protecting your lifestyle for decades ahead.
Insurance Planning
Together, we decide between high‑ or low‑deductible health plans, explore tax credits, calculate how much life insurance makes sense and consider how you’re protected in case of disability or long‑term care needs.
Retirement Income Strategies
When it’s time to draw from your portfolio, we’ll structure your accounts to provide the income you need while minimizing taxes and preparing for market downturns.
Would I Be A Good Fit For You?
I promise to deliver clarity and confidence so you can make informed decisions and focus on what matters most—whether that’s volunteering at community events or spending weekends in the great outdoors. As a fiduciary and Pocatello resident, I differentiate myself by combining professional expertise with clear explanations and emotional awareness so that advice is tailored to you personally. The cost of missing out? Without proactive guidance, you could pay unnecessary taxes, make misinformed investment decisions or miss the chance to retire on your terms. Let’s build a plan that gives you peace of mind and lets you enjoy our beautiful corner of Idaho or wherever you may be.