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!
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.
Watch this video below on how to set up your Right Capital account.
If you can't figure it out, please email email@example.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.
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