Personal Financial Planning

Helping You Make the Most of Your Finances

It’s a common misconception that financial planning is only for high net worth individuals. However, personal financial planning can benefit anyone, regardless of your current income.

At Schneider Financial Group Ltd., we help individuals evaluate their current financial situation and build a financial plan in Mahopac customized to their goals and responsibilities. Our firm works directly with you from the beginning and over the years, ensuring that you have the help you need to help you meet your goals.

Want to know if you could benefit from a financial plan? Schedule your free consultation today!

Comprehensive Financial Planning

­Building a personal financial plan with you starts with getting to know you beyond your checking account balance. We believe in forging personal relationships with our clients. Not only does it help us understand your goals, but it helps us be responsive to your needs so that we can be there for you through major or unexpected life changes.

 Once we’ve gotten to know you, we can work with you to build your custom plan. This process includes an in-depth look at your financial situation, including assets, debts, savings, and obligations. We evaluate the gap between your current finances and your future goals, and help you determine what you need to meet those goals. This may include strategies to lower your tax liability, reduce debt, or take advantage of retirement saving options.

Each strategy is tailored to you, and we work with you to keep it flexible as you work toward your goals.

What Makes a Good Financial Plan?

What makes a financial plan so valuable is its ability to help you become more aware of your current assets and what they mean for your goals. Financial plans look at all of your current and future needs and create a custom template to help you decide when, where, and how to use your money.

Our financial plans are carefully built to include these six important elements:

  • Budgeting
  • Moderation of expenses
  • Emergency funds
  • Debt management
  • Retirement savings
  • Insurance needs

Each plan is customized to the client, and as your life situations change, we adjust your plan accordingly. We provide ongoing strategies to ensure that your plan stays on track.

Don’t Leave Your Finances in the Dark

It’s easy to put off your financial planning, but the sooner you start, the more successful your plan will be. Find out how rewarding a good plan is for your happiness and financial health. Schedule your free consultation with our team today!

Let us help you attain financial freedom by requesting a Free Consultation with Joseph J. Marino, Jr., AIF® below.

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© Schneider Financial Group Ltd. 2021, 824 Route 6, Suite 4, Mahopac, NY 10541
T: (845) 628-5400 F: (845) 628-5460 E:

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