Financial Planning


Financial Planning can help answer many questions:


  • Financial Independence:  Do you know what it takes to not run out of money?

  • Education: Do you know all the tax and cost efficient ways to save funds for your children or grandchildren?

  • Risk: Do you have enough/too much insurance?  Are you paying too much?

  • Estate Planning:  Have you protected your family?   Have you properly titled your accounts?

  • Debt: Should you refinance your home mortgage?

  • Charitable: How can you ensure that your charitable dollars have the most impact?


Woodsid CFP, Certified Financial Planner Woodside, Schneider Wealth Management, Schneider Wealth
NAPFA Woodside Member.  National Association of Personal Financial Advisors, Schneider Wealth Management, Schneider Wealth


3000 El Camino Real

Building 4, Suite 200

Palo Alto, CA 94306


303 Twin Dolphin Drive

6th Floor

Redwood Shores, CA 94065


2995 Woodside Road

Suite 400

Woodside, CA 94062

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