Getting Started - Basic Plan

1.  Sign your Agreement

Please go here to sign your Agreement.

3.  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.

5.  Set up our Meeting

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

7.  No action required

This is our most recent ADV and CRS. No action required on your part.  We are required to provide these to clients. 

2.  Pay your Initial Deposit

Please look for email sent under separate cover.

4.  Share Your Documents via Client Portal

Once logged into your Client Portal, upload the following documents into the "My Documents and Statements" folder in the Vault:

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

B.  Your most recent tax returns.

C.  Your most recent brokerage statements for accounts you are not able to link to Money Guide Pro.

​​

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