What is included in my SLP Wealth membership?

To kick off our engagement, we provide a detailed intake form designed to gather important information about your current financial situation, goals, risk tolerance, and more. This in-depth initial assessment serves as the foundation for our subsequent discussions and allows us to better tailor our advice to your specific circumstances.


  • Prioritized planning
    • Unlike other financial planning firms, we focus our efforts on your top three financial priorities. This unique approach allows us to deliver a highly personalized service while maintaining an accessible pricing model. It’s all about making meaningful progress towards what matters most to you.
    • Your onboarding is about identifying these goals based on your intake form, then your first planning meeting is about finding the actionable steps to begin working toward them.
  • Semi-annual one-hour meetings
    • We schedule comprehensive one-hour meetings every six months
    • These sessions are an opportunity for us to discuss your financial progress, reassess your goals, and make necessary adjustments to your plan. We believe that regular check-ins are essential for keeping your financial plan on track and relevant to your evolving needs.
  • As-needed 30-minute meetings
    • In addition to our bi-annual meetings, we offer as needed 30-minute meetings. If you encounter a significant life event, or something come up before your next planning meeting, we’re here to provide guidance and reassurance when you need it.
  • Actionable steps
    • Our meetings aren’t just about discussion—they’re about action. We’ll provide you with clear, actionable steps you can take immediately to move closer to your financial goals. This approach ensures that our advice translates into tangible progress. 
  • Follow-up
    • We don't just make a plan and send you on your way, we will get you integrated in our Knudge platform which sends you little "nudges" to turn those steps into actions, with accountability and deadlines to help you stay on top of the things you want to work on.
  • Add-on Services
    • As an SLP Wealth financial planning client, we have additional services available to you including personal tax planning and preparation, S-corp tax planning and preparation, and investment management. These services are optional and are available at an additional fee. 

At SLP Wealth, our client-focused approach ensures that you receive personalized and practical financial advice that aligns with your priorities. We are committed to helping you navigate your financial journey with confidence and peace of mind.

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