The seeds of Matterhorn Financial Planning were planted while I provided comprehensive services to high net worth individuals and families early in my career. I was learning a lot and enjoyed working with my clients, but wanted to be able to give the same quality of service to people of more ordinary financial means.
I later spent two years at a national brokerage firm, chosen because they did not impose restrictions on who I could work with. But I found that the compensation system just didn’t allow for starting a business focused on providing answers to the general populace. I’ve spent my most recent years running a family office focused on real estate investments and awaiting an opportunity to fulfill my dream of successfully providing financial planning to individuals and families regardless of their financial state.
In 2013 I started Matterhorn Financial Planning LLC with its sole form of revenue being hourly or set fees for financial and investment planning and tax planning and preparation.