27+ Years Helping Engineers, Founders & Tech Executives Who Think Differently
Clarity. Confidence. Control.
We serve as a thinking partner for engineers and executives with $2M–$10M+, helping them simplify financial complexity, optimize stock compensation, and plan for financial independence—through a personalized, fee-only approach.
Meredith Schneider
Grateful for the opportunity to serve clients and live on the San Francisco Peninsula you will find Meredith often taking advantage of all the area has to offer.
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Playing on the beach.
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Doing Improv in ensemble One Direction*.
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Hiking in the Redwoods or walking along Camp Sawyer Trail.
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Playing tennis.
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Practicing yoga.
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Visiting local art museums from the SF MOMA to the Cantor Art Museum to the De Young.
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Performing stand up comedy.

