Maury Schneider, CFP®,​ CPA® MLS Financial Planning, LLC

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About Maury Schneider, CPA®, CFP®, MBA

Hi, I’m Maury Schneider, founder of MLS Financial Planning. I help individuals, families, and young professionals organize their finances, create a plan and build a process to achieve their goals.

Most people don’t know where to start or what questions to ask. Clients have different levels of knowledge, experience, and interest in financial matters. I take the time to explain and educate so my clients can make more informed decisions and gain a broader perspective on their financial lives. I believe the best approach to financial planning is to educate and partner with YOU and to become your accountability coach and decision facilitator.

In addition to my work with individuals and families, as a CPA, I’ve been helping companies, both big and small, achieve their goals. 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.

I’ve 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. Along the way, we have educated them 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.

I invite you to Schedule a Complimentary Meeting or check out my “Four Meeting Series”. This service was designed to take some of the stress out of the process, and for you to get a better idea of who I am and how I work, all while discussing what’s most important to YOU.

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Ideal Clients

  • Cash Flow/Budgeting
  • Gen X
  • Gen Y/Millennials
  • Parents

Ways Advisor Charges

  • Monthly Fee
  • Hourly

Fee Options

  • Cash Management Planning & Coaching
  • Ongoing Financial Planning
  • Three Meeting Series

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