Independent Fee-Only Silicon Valley
CFP® Registered Investment Advisor
Committed to a Fiduciary Standard

Getting Started - Basic Plan
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.
3. Sign your Agreement
Please go here to sign your Agreement.
5. Set up our Meeting
Please go here to set up our first meeting via online.
6. No action required
This is our most recent ADV. No action required on your part. We are required to provide this to clients.
2. Share Your Documents
Please follow your unique link in the email from Kim to share any documents with us.
Please do upload your most recent Social Security Statement. You can find your most recent Social Security statement here.
4. Pay your Initial Deposit
Please look for email sent under separate cover.
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