It’s All About You

We take a holistic approach in our work with clients. We always start by getting to know you: For example, what do you want your life to be like or what is important to you when thinking about retirement?

We listen and try to understand each client’s unique life story, experiences, dreams, goals, concerns, priorities and financial resources.

Clients have different levels of knowledge, experience, and interest in financial matters.

We take the time to explain and educate so our clients can make more informed decisions and gain a broader perspective on their financial lives.

MLS Financial Planning Is Right for You If:

You want someone to help you understand how and where to start, educate you, help make sense of everything (well, not everything)
You’re excited to make a real change and are ready to be held accountable to the commitments you make
You’re ready to do some candid self-reflection on where you are with your finances, where you want to be, and what it will take to get there
You’re open to technology and a commitment to financial planning and/or cash management planning
You want to finally have a healthy relationship with money (and if you’re a couple, have a healthy relationship with each other about money)

Maury Schneider Photo

Maury Schneider

CPA, MBA, CFP®

Hi, I'm Maury Schneider, CPA, CFP^® (but you can call me professor). I'm focused on educating my clients on implementing a process to achieve their financial freedom over the long‐term. I believe knowledge is powerful and when we don't have a trusted person to ask questions to or we don't know where to begin the process, inaction and complacency is the result.

My goal is to help you achieve financial clarity, make mindful and informed decisions, and use your money as a tool to design a life that you love now and in the future. Life is full of choices. I will help you make the best decisions for YOU.

In addition to my work with individuals and families, I’ve been helping companies, both big and small, achieve their goals for over twenty years.

I've also been married for over 30 years to my best friend and the CEO of our family. She is the best person I know and we have raised two great children that are now successful adults. Of course we've also had the best dog (as everyone who owns a pet has). Along the way, we have educated them (yes, the dog too) and had our share of ups and downs just like you have. I have walked in your shoes (although everyone's journey is unique and their own) and that's another reason I feel I can help you achieve your goals and objectives as we will define them together.

When I decided to shift my focus to helping individuals, families and young professionals achieve their goals, I went back to school to get a masters degree in personal financial planning. This unique combination of education and experience make me different and uniquely qualified to help you. I believe the best approach to financial planning and cash management planning that focuses on YOU is to educate and partner with you and to become your accountability coach and decision facilitator.

I spend my days helping clients organize their finances and create practical financial processes that provide clarity and peace of mind. I also teach accounting, business and financial planning to college students, which is not only fun but keeps me on my toes and better informed to help you.