Plain-English notes on money.
Real questions, answered the way Mathew answers them with clients: no jargon, no sales pitch, one topic at a time.
Why I Started a Financial Advisory Firm With No Asset Minimum→
Most financial advisers set a minimum before they'll take your call. Here's why I built Koinos — a fee-only, fiduciary firm with no asset minimum. Serving clients in Boise and beyond.
Questions Worth Asking Any Financial Planner→
A checklist of direct questions to ask before hiring a financial planner, anywhere, and where to verify the answers yourself.
What Happens When You Work With a Financial Planner→
Thinking about booking a call but not sure what you're walking into? Here's the step-by-step process from the first conversation to ongoing planning.
Financial Planning Is More Than Picking Investments→
Financial planning covers more than investments: debt, taxes, insurance, and how those decisions connect. See which way of working with Koinos fits you.
Is a Financial Advisor Worth the Fee? Here's What the Research Says.→
Vanguard studied what financial advisors actually add to a client's bottom line. Here's what the research found, in plain English.
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The first call is thirty minutes and costs nothing.
Tell me what’s in front of you. If the fit is good, a written proposal follows. If it isn’t, I’ll tell you, and point you somewhere better.
A person to walk with you, year after year.
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