How do I set up billing for SLP Wealth?

Billing won't be set up until your onboarding appointment, so no need to worry about payment until that day.

The day of your onboarding appointment, you will be sent a nudge through our Knudge platform titled: “How to pay your invoice and a "practice" nudge to mark complete”

On this nudge, you will find the link(s) to complete your payment(s) to set up your subscription. Any applicable enrollment fees are paid separately from setting up your subscription.

If you signed up for tax between November and April, you will be subject to a tax enrollment fee, regardless of financial planning discounts or waiving of financial planning setup fees.

If you have any trouble, reach out to support@slpwealth.com