What to expect from your SLP Wealth meetings

Take a look here to see what to expect from your SLP Wealth meetings!

• Onboarding
  • Your planner will help you get set up in your client portal and start linking important accounts in our planning software. You’ll get to know each other and decide what to prioritize in your first few meetings.

• Goals & Cash Flow
  • Your planner will work with you to evaluate your current cash flow. Then you’ll create a hierarchy of goals and discuss automating your saving.

• Investments
  • You and your planner will analyze your linked investment accounts for opportunities to lower fees, save on taxes, or better align your investments to your goals.

• Financial Goals & Dreams Meeting
  • In these tri-annual meetings over time, your planner will help you build and update your financial plan, ensuring your medium- and long-term goals are captured and tracking along nicely. You’ll review progress, add new goals, and explore different scenarios so you can chart the best path forward.

• Financial Goals & Dreams Meeting (Ongoing)
  • You’ll update your planning portal with new information and new goals. Your planner will help you run different scenarios so you can chart the best path forward.