Matt Cooley
Inspire Wealth Partners
boise, ID
- CFP®
Contact Matt
Schedule Free ConsultationMatt can help you with
-
Investment Analysis
-
Retirement Planning
-
Employee Benefits
-
Tax Optimization
-
Insurance Planning
-
College Planning
Matt specializes in
- Business Owner/Entrepreneur
- Technology Professional/Engineer
- Corporate Officer
- Medical Professional
- College Professor
- Other
- 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.
Hourly
Hourly advice is offered at $500 / hour.
About
Matt holds a double-major in Accounting and Finance from the College of Business and Economics at Boise State University. He began his career as an accountant for a large public accounting firm in Seattle, where he learned firsthand how critically-important tax minimization is to building wealth. He later joined a multi-billion-dollar wealth management firm in the Bay Area, where he advised a broad range of high-net-worth and ultra-high-net-worth clients from tech executives working to maximize their equity-based compensation to vineyard owners crafting steps toward retirement. He founded Inspire Wealth Partners in 2019 because, to his core, he believed financial advice could and should be different.
On a more personal level, Matt lives in the great city of Boise, Idaho with his wife Kaitlin, sons Lincoln and Graham, daughter Hadley, and their two dogs, Rory and Harper. He enjoys sports, traveling, cooking, and taking advantage of the abundant outdoor activities Idaho has to offer. In addition to his Chairman of the Board responsibilities at Metro Community Services, he also spends time volunteering in the local sports community.
As a CERTIFIED FINANCIAL PLANNER™, he's made a commitment to technical excellence and the highest ethical standards in the industry. His mission is to leverage his knowledge and expertise to provide 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.
In addition to helping clients work toward keeping more of and growing their wealth, Matt believes financial advisors have a platform to inspire clients to live a healthier, happier, and more fulfilled life. He's been inspired by others to live life fully and wants nothing more than to pay that feeling forward.