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.

Semi-Annual #1

Your planner will begin building out your financial planning portal with you, so that you know you’re on track for your medium and long-term goals.

Semi-Annual (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.