"As an advisor, Robbie listens to discover your life goals and assists you with revising your finances to support those goals, in a manner that works for you. He doesn't push particular investments or a cookie cutter financial planning setup, as some financial advisors do for, seemingly, each and every one of the clients who walks out their door. Robbie educates you to recognize your options, then together you collaboratively create a financial plan that fits you and your life. For us, Robbie has helped take an unorganized situation and transform it to an efficient system with minimal tax consequences. We are on a path where we now know we can one day retire as hoped. If you're looking for someone to understand your situation and optimize your finances with your goals in mind, we highly recommend Robbie."

"Robbie has easily saved me tens of thousands of dollars, just by the nature of his robust planning and tax advice. He doesn't leave a stone unturned, and unlike many other advisors, he always takes your personal and (sometimes illogical) emotional goals just as seriously as the raw numbers. It's nice to have someone I can totally trust who can take things off my plate, all while prioritizing my time and goals. Thanks Robbie!"

"We have been working with Robbie for almost seven years and strongly recommend him without any hesitation. Before finding Robbie, we worked with a few other financial advisors--none of whom were fiduciaries and none of whom ever helped us understand the psychology behind our financial decisions. Thanks to Robbie, we are living more intentional, purpose-driven lives. He has helped us crystalize our highest values and now our relationship with money and assets is values-based, not fear-based. We credit Robbie for helping us unlock this way of living."

"Four years ago, two years before I planned to retire, I realized I needed professional guidance to determine whether I had sufficient assets to make retirement a reality. While I had meticulously tracked my spending in Excel spreadsheets for years and knew my anticipated Social Security benefits, I wanted expert confirmation that I was truly ready for this major life transition."

"Robbie Schoonmaker proved to be exactly the advisor I needed. He took my detailed financial data and applied Monte Carlo analysis combined with his experience as a CPA to project my potential earnings and create a comprehensive long-term retirement plan extending to age 95. His thorough approach gave me the confidence to move forward with retirement."

"What has made working with Robbie particularly valuable is his dual expertise as both a financial advisor and a CPA. The tax landscape changed dramatically for me post-retirement, and having Robbie's guidance through these new rules has been invaluable. He's always been approachable, easy to work with, and committed to helping me navigate both the investment and tax aspects of retirement."

"I'm grateful to have found an advisor who understands the complete financial picture and can provide the comprehensive support that retirement requires."

"Robbie has been life-changing with regard to our financial and life planning. Not only did he give us the financial confidence to retire, but also prepared us with the life planning skills needed for retirement - purpose, determining priorities, time management, etc. Of course he is good with investments and tax efficiency, but he has also become a good friend who is very interested in his client's non-financial goals and how to use finances to achieve these goals. I would highly recommend him to anyone looking for a fee-for-service financial advisor, especially nearing retirement."

"Robbie's that rare numbers guy who's also a people person. He really gets the psychology that underpins and often hamstrings people's financial outlook and decisions. In our case, he read between the lines to grasp just how ingrained in us it was to save and scrimp and rarely enjoy life, even though we could afford to. So he gently worked with us, not just to make smart financial choices, but to unfold out of the cramped space we'd been existing in and start to live a little...or a lot!"

"Robbie has been invaluable in guiding me through the complexities of my ISO stock options and corresponding tax implications. He breaks down multi-year tax planning and retirement risks in a way that's clear and empowering. His expertise has given me confidence in my ability to pursue early retirement without second guessing every spending decision. Thanks to his thoughtful planning and support, I finally feel in control of my financial future. I'm truly grateful for the peace of mind he's brought into my life."

"We researched several financial planners and interviewed three. Robbie was the obvious choice for us, no contest. Sure one of the finalists had an organization behind them, but they felt like ... an organization. We don't remember much about the other independent planner. What we do remember is that Robbie connected with us (it helps he lives in the Intermountain West and likes hiking as much as we do). What matters most is that Robbie had no agenda. He delved into our needs, our fears and helped us focus on our goals. And then we built a plan. Robbie is not cheap, but eventually-perhaps in your third meeting or your thirteenth-he will say something that saves you 10x the money you ever sent him. But most importantly, we always look forward to our meetings with Robbie. We highly recommend him"