Palo Alto's
Independent Fee-Only
CFP® Registered Investment Advisor
Committed to a Fiduciary Standard
Celebrating over 26 Years Serving Clients
Getting Started - Full Plan
Please click below for welcome message:
Step by Step Instructions
1. Share your Information via Money Guide Pro
Using instructions sent under a separate email, please go to your Client Portal and click on the Vault Tab. Open folder "Money Guide Pro Instructions" to find out how to connect your accounts and share your information with us.
3. Sign your Agreement
Please go here to sign your Agreement.
5. Set up our Meeting
Please go here to set up our first meeting via online.
2. Share Your Documents via your Client Portal
Once logged into your Client Portal, please go to the Vault Tab and upload the following documents into the "My Documents and Statements" folder:
A. Your most recent Social Security Statement. You can find it here.
B. Your most recent tax returns.
C. Your most recent brokerage statements.
4. Pay your Initial Deposit
Please look for email sent under separate cover.
6. Update your email filters
To prevent email going into spam, please add Meredith's and Kim's emails to your approved email list.
a. MSchneider@SchneiderWealth.com
b. KimC@SchneiderWealth.com