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Clarity for complex wealth—and the life it is meant to support.

Client: Portal Login

Client: Money Guide Pro Login

Schedule a Strategy Call

Built advising Silicon Valley professionals with $5M–$20M+ navigating equity compensation, concentrated wealth, and high-stakes financial decisions—now serving clients nationwide.

Getting Started

Find your step by step instructions to get started

1. Sign your Agreement

Please go here to sign your Agreement.
Exhibit 1 will get completed once your Schwab accounts are open.

2. Create a Login for your Client Portal

Look for email under separate cover from Kim with subject line: Online Access to View Your Account Information. Follow instructions to set up login. See video below for details

3. 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.

4. Share your Documents to the Secure 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.

5. Complete Your Life Survey:

Please complete this form. If a
couple, each complete separately.

6. Set up Your 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.

7. 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

8. 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.

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