How do we work together?

We work with people in two primary ways: (a) hourly, as-needed consultation; and (b) ongoing portfolio management which generally includes ongoing financial planning consultation as part of the portfolio management process.

Please see the Services page for more details.

Before committing to any particular service or project, we will be happy to have a brief, no-cost, no-obligation consultation.  Please follow this link to schedule an introductory conversation.  This conversation typically takes half an hour or so and by the end, we hope you'll have a clear picture of what sorts of work we do and where you'll find value in our services.

We'll send you a client welcome kit which includes a detailed questionnaire, a comprehensive list of documents we'd like you to bring in to our first meeting, some worksheets for your family balance sheet and cash-flow analysis.

The collection of documents and the questionnaire include a lot of material.  Please don't be alarmed!  Not all of it applies to everyone, but we encourage you to try to get as much together as you can.  The more complete the information you bring, the more complete and accurate our work together will be.  And you may just be surprised at how much you'll get out of just getting all that information together.

We also include access to and use of a personal financial dashboard, which is a personalized website built just for you.  It lets you link in all sorts of parts of your financial life, from bank accounts and investment and retirement accounts to your mortgage, life insurance, credit cards, etc.  It’s also got a secure ‘vault’ area where you can safely upload to us copies of documents, and it’s where we’ll place notes and reports we prepare for you.

Ask us questions!  The more comfortable you are with this, and the more complete our information is, the better a job we can do.  Don't be shy!

We'll meet, review together all the materials you've brought with you, and proceed from there.

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® 2022