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

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3000 El Camino Real

Building 4, Suite 200

Palo Alto, CA 94306

© 2007-2019 by Schneider Wealth Management

Or

303 Twin Dolphin Drive

6th Floor

Redwood Shores, CA 94065

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2995 Woodside Road

Suite 400

Woodside, CA 94062

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?