Independent Fee-Only Silicon Valley
CFP® Registered Investment Advisor
Committed to a Fiduciary Standard
Sign Up for a Real Time Planning Session
A Schneider Wealth Management Real Time Planning Session will give you an opportunity to ask Meredith Schneider, CFP® whatever financial planning and investment questions you might have that can get addressed in 1.25 hours. Real Time Planning works for clients seeking a Sounding Board or Answers to discrete questions such as
Can you recommend a 529 plan?
Help me with my 401(k) Allocation.
Portfolio/Investment Second Opinion
What Should I Do with My RSU's?
Anything that requires preparation or analysis such as "Am I on track for Retirement?" is better suited for a Project Plan or Ongoing Relationship.
3 Steps to Take to Sign up for a Real Time Planning Session