Maury Schneider (CFP®, CPA®, MBA)

Maury Schneider focuses in the
following client markets or areas of practice:

  • Financial Psychology/Coaching
  • Fixed Fee (Subscription, Retainer, etc.)
  • Generation X
  • Hourly
  • Middle Income Client Needs
  • Millennials

Planning Specialties

MLS Financial Planning is a virtual, fee-only financial planning firm specializing in helping people make better financial decisions through education, guidance and becoming their accountability coach.

We Specialize in:

  • Ongoing Financial Planning
  • Getting Started Programs (Cash Management or Retirement Planning)
  • Four Meeting Series (Discuss what's on your mind, for example, investing, cash flow management, retirement planning, etc.)

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.

Please visit our website (MLSFP.com) and schedule a complimentary meeting to see if we’re the right fit to help you.

NAPFA Start Date

December 03, 2018

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This Office

"Virtual Meetings" Massapequa, NY 11758-6775 Phone: (516) 804-9131