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Getting Started

Please click below for welcome message:

Step by Step Instructions

1.  Share your Information in your Client Portal

Please follow your unique link in the email from Kim to share your information with us and link your accounts.

4.  Set up our Meeting

Please go here to set up our first meeting via online.   Or here to meet outside.

2.  Share Your Documents

Please follow your unique link in the email from Kim to share your documents with us. 

A.  Your most recent Social Security Statement.  You can find it here.

B.  Your 2020 tax returns.

C.  Your most recent brokerage statements.

5.  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

3.  Sign your Agreement

Please go here to sign your Agreement. 

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

6.  No action required.

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