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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