Woodsid CFP, Certified Financial Planner Woodside, Schneider Wealth Management, Schneider Wealth
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3000 El Camino Real

Building 4, Suite 200

Palo Alto, CA 94306

© 2007-2020 by Schneider Wealth Management

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303 Twin Dolphin Drive

6th Floor

Redwood Shores, CA 94065

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2995 Woodside Road

Suite 400

Woodside, CA 94062

Sign Up for a Real Time Planning Sesson

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