Getting Started

Please click below for welcome message:

Step by Step Instructions

1. Sign your Agreement

Please go here to sign your Agreement.

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

4. Complete your Life Survey

Please complete this form. If a

couple each complete separately.

7. No action required.

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.

2. Share your Information in 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.

5. Set up our Meeting

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.

3. Share Your Documents in the 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.

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