How often can I meet with my financial planner?

We know that relationships take time to build so your first 6 months look very different from the long-term.

See the SLP Wealth meeting cadence here.

We've found that most clients — to achieve successful outcomes again and again within their personal finances — get what they need through a few meetings a year with their dedicated financial planner.

To help you stay on track, we send a To-Do through your client portal every 6 months, prompting you to schedule a Semi-Annual meeting: a 1-hour multi-purpose meeting that is designed to review a modular piece of your financial plan.

Through your client portal, you also have the option to schedule a one-off 30 minute session with your financial planner for things that are more time-sensitive in nature or deserve time that you didn't have in your Semi-Annual meeting.