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Our Schneider Wealth Management
Process

Envision your Future

We ask you questions about what is important to you and what you want to achieve.  You provide your information about your current resources including your employee equity via your own online personal Client Portal. 

 

 

Organize Your Information/We Analyze

We take the information you shared with us to come up with a first snapshot of where you stand today relative to where you want to be in the future. 

 

 

Redwood Shores Office

We Meet

We meet to further our understanding of your priorities and goals.  When appropriate we initiate the process to open accounts at typically, but not exclusively, Charles Schwab.  We transfer eligible assets into your appropriate account(s).

 

 

We Refine our Recommendation/Investigate Tax Planning Opportunities and Manage Risks

Based upon what we learn about you in our meeting, we take this information to refine our recommendations for you.

 

Understand Your Choices/We Meet Again

This may be in person at our office, or via online video conference or telephone call.  Whatever you prefer.  After this meeting you will have specific recommendations and a better understanding of how different choices you make today can impact your future choices and options.  And finally you will have specific recommendations on how to invest your funds and manage your employee equity relative to your goals.

 

 

Relax While We Monitor, Review and Keep you Up to Date

Planning for your future is an ongoing process influenced by changes in your life, the world, the government (taxes), inflation, investment choices, and a seemingly endless list of variables.  We are here for you by your side providing proactive recommendations as well as answering questions as you have them. 

 

On an ongoing basis we review your holdings relative to your targets and rebalance when appropriate mindful of tax and cost considerations. 

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We also provide regular updates on market and economic conditions.

 

You let us do the heavy lifting so you can get on with your life.

 

 

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