We are thrilled to announce that Schmidt Financial Management has been named a finalist in the 2024 WealthManagement.com Industry Awards, known as the “Wealthies,” in the Client Initiative category. This prestigious recognition highlights our commitment to enhancing the client experience through innovative solutions.
Introducing the Tax Dashboard: Simplifying Tax Season
Our nomination centers around the development of the Tax Dashboard—a cutting-edge tool designed to streamline tax-related communications and task management for clients and their CPAs. By providing a secure portal for sharing personalized tax reports and account information, the Tax Dashboard reduces the time and effort typically associated with tax preparation. This initiative not only alleviates the stress clients often feel during tax season but also fosters more meaningful conversations about long-term financial planning.
A Legacy of Serving Technology Professionals
Founded over three decades ago by Glenda Schmidt, who began by teaching money management classes to early Microsoft engineers, our firm has deep roots in supporting technology professionals. Today, we continue this legacy by assisting clients from leading tech companies like Microsoft, Meta, Google, Amazon, and more, helping them navigate complex compensation structures, including RSUs, stock options, and IPO-related decisions.
Being recognized as a WealthManagement.com Industry Award finalist is an honor that underscores our dedication to serving our clients with excellence and innovation.
To learn more about our services and how we can support your financial goals, visit our website at www.schmidtfm.com.
Read the full press release here.
Disclaimer: Firm recognition was given by someone other than a client or investor. No direct or indirect compensation was provided to or obtained by Schmidt Financial Management, Inc. in connection with obtaining or using this ranking. There are no conflicts or potential conflicts of interest with this nomination. The ranking was given by a person other than a current client or investor. No direct or indirect compensation was provided or obtained in connection with obtaining or using this ranking. The ranking was generated in September and covers September 2022 to September 2023.