Getting Started

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.

Please go here to sign your Agreement. 

Exhibit 1 will get completed once your Schwab accounts are open.

This is our most recent ADV and CRS.  No action required on your part.  This is a document we are required to provide to clients.

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.

Please choose one:

a. Here to set up our meeting online via Zoom.  

b. Here to meet at our Redwood Shores Office.

c. Here to meet at our Palo Alto Office.

Please complete this form.  If a

couple each complete separately.

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