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