What happens in my onboarding meeting?

We are glad you have taken the first step to working with us! Your onboarding appointment is the introduction to SLP wealth, your planner, and for your planner to get to know you! Each planner’s meeting will vary, but the main purpose is to get to know you, get to know different planning opportunities in your life, and to get you acquainted with the different tools we will be using. 

If there is time, they might speak into one or two topics for planning, but if you do not get to specific planning, don’t worry! That is what the next meeting will be for. 

After your onboarding and you hit your first “mark complete” on your first nudge, you will meet for your first 1-hr planning meeting anywhere from 2-6 weeks following your onboarding depending on your first action items. This is when the real planning begins and the financial goals become a little closer in reach!