Existing Client Form

Please enable JavaScript in your browser to complete this form.

This form is for followup meetings for existing clients of SLP Wealth. Provide whatever details you can to make our time together as valuable as possible for you. Thanks!

Name *

First

Last

Email *

What best represents your family status?

Single
Married / Long term partnership

What's your spouse / partner's name? *

First

Last

What's your spouse / partner's email? *

Name any new financial / life goals you have right now

This helps us make sure we're keeping your plan updated.

What's one thing you want to make sure we cover in your check-in meeting?

We want to make sure we don't miss talking about what matters most to you

Have any big life events happened you / your family since the last time we met?

Moving, having a child, etc.

What big life events have happened since the last time we met?

Do you have any big life events that might happen for your household in the next year?

Moving, having a child, etc.

What big life events might happen for your household this year?

Are you currently tracking your net worth and spending in Right Capital? *

Yes
No
Unsure

Great! Just make sure to login and refresh your account values on RightCapital a few days before you meet with your advisor

P.S If you have a moment, it's a great idea to login to the app right after you submit this form and that'll update most of the values automatically.

Would you like to set up / update that tracking? (highly recommended)

Yes (we'll help you)
No (I'm ok entering my values manually each time I meet with my planner)

Are you sure?

Yes
No, on second thought, I'm cool with asking the admins to help me set it up 🙂

What stage of using RightCapital are you in?

Need to set it up for the first time
Just need to update it, haven't looked at it in a while

IMPORTANT NOTE

Watch this video below on how to set up your Right Capital account.

If you can't figure it out, please email admin@slpwealth.com

This might take a few minutes upfront, but it will save you a lot of time long term as we help optimize your finances so you reach your goals sooner.

How much TOTAL cash do you (& spouse / partner if applicable) have in savings & checking?

Estimate. Include business cash if applicable

How much TOTAL do you (& spouse / partner if applicable) have in retirement accounts?

Estimate. Include 401k's, 403b's, Roth IRAs, Traditional IRAs, etc.

How much TOTAL do you (& spouse / partner if applicable) have in brokerage accounts?

Estimate.

Do you have any alternative assets?

Crypto, gold bars, beanie babies, etc.

Describe your alternative assets and list the approximate value

Estimate.

Do you own any real estate besides your primary home?

EXCLUDING your home, What do you think your real estate holdings are worth?

A guess or a range of values is totally fine

EXCLUDING your home, roughly how much debt do you owe on your real estate holdings?

A guess or a very approximate value is fine

Briefly explain what kind of real estate investments you own

Ex: We own the building for our dental practice

Is anyone in your household a business owner?

What do you think the VALUE is of your share in the business(es) your family owns?

This might be a tough question. Make your best guess and possibly list a range of values if you're really unsure

What's your share of the TOTAL business debt you have? (excluding real estate debt)

Ex: 300,000. A very approximated guess is fine

Do you still have student loans?

Do you need a refresher on your student loan plan? Or are you feeling good?

Yes, would love a refresher
No, feeling good

What Kind of Student Loans Do You Have? (check all that apply)

Federal
Private
Unsure

What's your approximate TOTAL FEDERAL student loan balance?

Ex: 300,000

What's your approximate TOTAL PRIVATE student loan balance?

Ex: 300,000

What's your plan for your FEDERAL student loans?

Pay them off
Get them forgiven
Unsure

Does your spouse / partner still have student loans?

What Kind of Student Loans Does Your Spouse / Partner Have? (check all that apply)

Federal
Private
Unsure

What's your spouse / partner's approximate TOTAL FEDERAL student loan balance?

Ex: 300,000

What's your spouse's approximate TOTAL PRIVATE student loan balance?

Ex: 300,000

Save and Resume Later

Your form entry has been saved and a unique link has been created which you can access to resume this form.

Enter your email address to receive the link via email. Alternatively, you can copy and save the link below.

Please note, this link should not be shared and will expire in 30 days, afterwards your form entry will be deleted.

Copy Link

Email *

Contact Our Financial Planning Team