Do I meet with the same planner every meeting?

Yes, once you are connected with your financial planner, they will be your point of contact. This way whenever you meet, your planner will be up to speed with your unique situation and what factors to keep in mind when making decisions for your financial goals. 

If you did not designate a specific profession and would like to switch to work with a profession specific planner, no problem. Just reach out to support@slpwealth.com and they can connect you with someone who can best speak into the challenges you face in your profession if we have that profession-specific advisory group available.

If you would like to switch planners for any reason, no problem! We recognize not everyone will be a perfect fit for the planner they get connected with first. This is a financial planning relationship after all. Just reach out to the admins at support@slpwealth.com and they can help get you connected with another