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27+ Years Helping Engineers, Founders & Tech Executives Who Think Differently
Clarity. Confidence. Control. We provide strategic financial planning for people who are used to solving complex problems—bringing structure to equity decisions, retirement transitions, and your next big chapter.
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.
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