What can I expect for my semi-annual meeting?

At your semi-annual meeting, you will check in with your planner about the goals you set at the previous planning meeting and update any factors that need to be revised.

This meeting is to keep tabs on your progress as well as to make any tweaks that need to be made along the way. 

Wouldn’t it be great if we could make one plan and everything worked out perfectly at every step of the way? Since life doesn’t work like that, we plan for it by meeting twice a year.

Before your meeting, be sure to fill out your existing client form (link below):

https://slpwealth.com/financial-plan-existing-client-form-2/