How do I actually pay you?

Since we are paid only and directly by our clients, and get no commissions or other financial remuneration from any of the service providers our clients use, we need to ask our clients explicitly for payment.  For portfolio management, payment may be deducted directly from the managed account (with client's written consent in advance, of course!), 

For financial planning services, and situations where we ask you to pay us directly by check or credit card, we use FreshBooks to manage client billing.  Invoices are typically sent by e-mail and may be paid by check or online by credit card.  If you are a client, you may log into our billing and invoicing system here:

Meyers Wealth Management, where our goal is to help you achieve your goals
441 California Ave, Suite 7 • Palo Alto, CA 94306 • • 1-800-993-2994
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© David S. Meyers, CFP® 2020