Matt Cooley
- CFP®
Inspire Wealth Partners
Boise, ID
Contact Matt
Matt can help you with
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Investment Analysis
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Retirement Planning
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Employee Benefits
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Tax Optimization
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Insurance Planning
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College Planning
Matt specializes in
- Business Owner/Entrepreneur
- Corporate Officer
- Medical Professional
- College Professor
- Early Retirement
- Couples
- DIY
Expertise
- Investment Analysis and Planning
- SRI or ERI
- Portfolio Management
- Portfolio Guidance
- Retirement Planning
- Social Security Planning
- Benefits and Compensation Planning for Employees
- Equity Stock and Options Planning for Employees
- Tax Efficient Withdrawal Planning
- Tax Optimization
- Insurance and Risk Management
- Self Employed Health Insurance Planning
- Medicare Insurance Planning
- Charitable Giving
- Cash Flow Analysis
- Budgeting
- Debt Management
- Student Loan Repayment
- Saving and Investing for College
- Late Stage College Funding and Planning
- Financial Behavior and Wellness Education
- Life Event Planning
- Divorce Planning
- Windfall Planning
- Real Estate Planning
- Domestic Relocation Planning
- Business Finance Planning
- Benefits and Compensation Planning for Employers
- Equity Stock Options Planning for Employers
- Exit Planning
- Value Acceleration
- Intergenerational Planning
Pricing
One-Time Financial Plan
Ideal for those that want to ensure they're on track with their portfolio and to meet their long-term goals, but aren't looking for an ongoing relationship.
This is a one-time, exhaustive planning exercise, resulting in a financial plan you can access for life.
One-time fee ranging from $2,000 - $10,000 depending on complexity.
Ongoing Relationship
Ideal for those that wish to delegate the management of their portfolio and possess the financial complexity that warrants leveraging ongoing, professional expertise.
This is a holistic, client-financial advisor relationship. We'll meet regularly and continuously update your financial plan and portfolio.
Flat, fixed-fee ranging from $875 - $10,000 per quarter, depending on complexity.
About
I love helping others and I'm blessed with the opportunity to do so every single day as a financial advisor.
Inspire Wealth Partners represents an ambitious vision to cultivate change and elevate industry standards for wealth management firms.
As a CERTIFIED FINANCIAL PLANNER™, I’ve made a commitment to technical excellence and the highest ethical standards in our industry. My mission is to leverage my knowledge and expertise to provide my clients with peace of mind, allowing them the freedom to focus on family, friends, and community, and to enjoy the things most important to them.
On a more personal level, I live in the great city of Boise, Idaho with my wife Kaitlin, son Lincoln, and our two dogs, Rory and Harper. I enjoy sports, traveling, cooking, and taking advantage of the abundant outdoor activities Idaho has to offer. In addition to my Chairman of the Board responsibilities at Metro Community Services, I also spend time volunteering in the local sports community.
In addition to helping clients keep more of and grow their hard-earned wealth, I believe financial advisors have a platform to inspire clients to live a healthier, happier, and more fulfilled life. I’ve been inspired by others to live life fully and want nothing more than to pay that feeling forward.
Are you ready to be inspired?