Financial Planning Done Differently

HOW IS YOUR EXPERIENCE DIFFERENT WITH MATTERHORN? (Watch the video series here.)

• Don’t pay a percentage of your assets—hourly or set fees instead—and no minimums. (Video)
• Experience the process of connecting with yourself through Life Planning to identify the most meaningful goals for you to accomplish, now. (Video)
• Your CFP is also your CPA and can plan for and prepare your taxes, including AMT issues related to Incentive Stock Options (ISOs).  (Video)
• You become educated and empowered to make your own financial decisions. (Video)
• 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. (Video)
• Meet from your home (or anywhere!) virtually.
• Night and weekend appointments available. (Video)
• 20+ years of experience with clients from new investors to ultra-high net worth investors, plus real estate management experience.