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

Woodsid CFP, Certified Financial Planner Woodside, Schneider Wealth Management, Schneider Wealth
NAPFA Woodside Member.  National Association of Personal Financial Advisors, Schneider Wealth Management, Schneider Wealth


3000 El Camino Real

Building 4, Suite 200

Palo Alto, CA 94306


303 Twin Dolphin Drive

6th Floor

Redwood Shores, CA 94065


2995 Woodside Road

Suite 400

Woodside, CA 94062

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