27+ Years Helping Engineers, Founders & Tech Executives Who Think Differently
Clarity. Confidence. Control.
We serve as a thinking partner for engineers and executives with $2M–$10M+, helping them simplify financial complexity, optimize stock compensation, and plan for financial independence—through a personalized, fee-only approach.
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