27+ Years Helping Engineers, Founders & Tech Executives Who Think Differently
Clarity. Confidence. Control. We provide strategic financial planning for people who are used to solving complex problems—bringing structure to equity decisions, retirement transitions, and your next big chapter.

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
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Can you recommend a 529 plan?
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Help me with my 401(k) Allocation.
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Portfolio/Investment Second Opinion
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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.
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3 Steps to Take to Sign up for a Real Time Planning Session