Matterhorn Financial Planning LLC
HOW IS YOUR EXPERIENCE DIFFERENT WITH MATTERHORN?
(1) Don’t pay a percentage of your assets—hourly fees instead—and no minimums.
(2) Experience the process of connecting with yourself through Life Planning to identify the most meaningful goals for you to accomplish, now.
(3) Your Certified Financial Planner is also your CPA and can plan for and prepare your taxes.
(4) You become educated and empowered to make your own financial decisions.
(5) 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.
(6) Meet from your home (or anywhere!) virtually.
(7) Night and weekend appointments available.
(8) 20+ years of experience with clients from new investors to ultra-high net worth investors, plus real estate management experience.
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.