Do I have to complete a form for every meeting?

• For your onboarding meeting you will need to fill out the intake form here: https://slpwealth.com/financial-plan-new-client-form/
• For your semi-annual meetings, you will fill out the existing client form here: https://slpwealth.com/financial-plan-existing-client-form-2/ 
• For 30 min check-ins, there is no form. Simply answer the questions on the calendly form.