MLS Financial Planning of Massapequa

MLS Financial Planning of Massapequa is a financial planner in Massapequa, NY, serving individuals, couples, and families primarily under age 45, along with young professionals who want a clearer grip on their money. The firm specializes in Cash Management Planning and Coaching, walking clients through understanding what it actually costs to live, building a spending plan, gaining control over cash flow, and developing a realistic savings strategy. Services are structured in four ways: Cash Management Planning and Coaching, ongoing financial planning, a three-meeting series, and educational workshops and seminars. The firm operates as a fee-only practice, with costs that vary by client based on the complexity of their financial situation and typically include an upfront fee plus an ongoing monthly fee.

The work is built around a collaborative, educational approach. MLS Financial Planning takes a holistic view, starting each relationship by learning the client's life story, goals, priorities, concerns, and existing resources, then meeting each person at their own level of knowledge and experience. The firm's philosophy centers on education, understanding, simplicity, technology, accountability, and keeping the process engaging. Clients are guided toward gaining clarity on their financial future, taking control of cash flow, building a savings plan, and reducing money-related stress, using money as a tool to balance present needs with long-term goals.

The office sits on Cherokee Street, just a tenth of a mile from Merrick Road and roughly a fifth of a mile from the Massapequa Fire Department. The historic House at 107 Eden Avenue is about a quarter mile away, and Carman Creek runs nearby at about a third of a mile from the location. The practice was founded by Maury Schneider, CPA, MBA, CFP, who leads client work focused on education and long-term financial freedom. The firm runs primarily as a virtual practice, with meetings held online to offer flexible scheduling, cut costs, and bring planning to a wider audience of Long Island residents.