facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Who can be a client?

I have no minimums for client assets or cost of engagement. My clients and I usually share these ideas around financial planning:

home icon

We appreciate diversity in individuals and family types

book icon

We value financial education

man on mountain icon

We believe in the importance of empowering individuals to understand and make their own choices

handshake icon

We share motivation to help you take control of your financial life by first identifying and prioritizing the most essential elements of your fulfilled authentic life.

sapling icon

We believe in maximizing life experience instead of just maximizing investment account size

excellence ribbon icon

We expect the financial planner to be held to a fiduciary standard and to assist rather than take over

conversation icon

We think that financial planning should be available to all without required minimums of income or size of investment account

pie chart icon

We generally prefer low-cost tax-efficient index funds and ETFs for investments.

video play button icon

Click here to check out my video introductions to Matterhorn Financial Planning

video play button icon

Click here to check out my video series on reasons I shouldn’t be your financial planner