How do I communicate with my financial planner?

In general, your financial planner will use meetings to plan ahead with you and help you stay organized with your financial to-do's through your client portal.

Every to-do in your client portal has a Comment thread where you can text or add important documents to be stored in your client portal.

So the best way to communicate on something premeditated is to find the related to-do in your client portal and message your financial planner with an update.

For one-off questions, you can email your financial planner or text their business line.

If you have any issues, please reach out to support@slpwealth.com to share your feedback or get help.