Every page on this site.
A full list of what’s here and where to find it.
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Homekoinosfinancial.com
Who Koinos is, who it’s for, how it works, services, and fees.
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About/about
Mathew Eardley’s background, planning philosophy, and credentials.
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Services/services
The three ways to work with Koinos: ongoing planning, one-time plan, and one decision, with full detail on scope and fees.
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Getting started/start
What working with Koinos actually looks like from the first call through an ongoing relationship.
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FAQ/faq
Plain answers to the questions people ask before calling.
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Equity compensation planning/equity-compensation
RSUs, ISOs, NSOs, ESPP, 83(b) elections, and startup equity, explained plainly for tech professionals in Boise.
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Nonprofit financial planning/nonprofit-financial-planning
403(b), 457(b), PSLF, and pension decisions for nonprofit and public sector employees.
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Financial planning for teachers/financial-planning-teachers
PERSI, 403(b) and 457(b) supplemental accounts, and PSLF for Idaho public school teachers.
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Financial planning for PC(USA) pastors/pcusa
Housing allowance, dual tax status, Board of Pensions, 403(b)(9), and pastoral tax planning for ordained Presbyterian pastors.
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Financial planning in Boise, Idaho/financial-planning-boise
A plain guide to finding financial advice in Boise: what the terms mean and what questions to ask.
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Financial planning in Eagle, Idaho/financial-planning-eagle
Fee-only financial planning for Eagle residents and families.
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Financial planning in Star, Idaho/financial-planning-star
Fee-only financial planning for Star residents and families.
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Financial planning in Nampa, Idaho/financial-planning-nampa
Fee-only financial planning for Nampa residents and families.
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Financial planning in Caldwell, Idaho/financial-planning-caldwell
Fee-only financial planning for Caldwell residents and families.
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Financial planning in Kuna, Idaho/financial-planning-kuna
Fee-only financial planning for Kuna residents and families.
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Financial planning in Meridian, Idaho/financial-planning-meridian
Fee-only financial planning for Meridian residents and families.
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Form ADV Part 2A & 2B (opens as a PDF)/adv-brochure.pdf
Firm brochure and brochure supplement, on file with the Idaho Department of Finance. CRD #342846.
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Privacy policy (opens as a PDF)/privacy-policy.pdf
How Koinos handles client information.
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Verify on IAPD →adviserinfo.sec.gov
Confirm Koinos Financial’s registration and disciplinary history with the SEC’s Investment Adviser Public Disclosure database.