top of page
IMG_1974.jpg

Getting Started - Basic Plan

Please click below for welcome message:

Step by Step Instructions

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.  

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

NAPFA Woodside Member.  National Association of Personal Financial Advisors, Schneider Wealth Management, Schneider Wealth
2025.2 CFP_Logomark_Gold reg.jpg
FPA-RGB-R.jpg

Visit

3000 El Camino Real

Building 4, Suite 200

Palo Alto, CA 94306

​

​

  • Instagram
  • LinkedIn Social Icon
Phone Symbol

Or

303 Twin Dolphin Drive

6th Floor

Redwood Shores, CA 94065

​

​

Mail Symbol

Mail

2995 Woodside Road

Suite 400

Woodside, CA 94062

Serving tech professionals in Silicon Valley, and across the globe.
Let’s simplify the complex—and design your financial future with clarity.

© 2007-2025 by Schneider Wealth Management

bottom of page