This form should take about 15 minutes and will help us get prepared for our first meeting! At the end of the form, we'll need a digital signature from you (and your spouse / partner too if applicable).
NOTE: For best result, please try to fill this out on a laptop / desktop. If any of these questions confuse you, just do your best to provide whatever detail you can. We can't wait to help you achieve your goals!
Note: Before your call, see if you can login to your various investment accounts. Your advisor might ask you to screen share in zoom or upload statement(s) to Google Drive during your initial planning meeting so we can figure out if there's anything unusual about your accounts prior to transferring.
We are required to provide the following documents to you.
Adv Part 2A
Adv Part 2B
Client Relationship Summary (CRS)
Please open and read the SLP Wealth client advisory agreement.
After you submit this form, we'll redirect you to an extremely short tax services agreement form we need you to check a couple boxes on. The vast majority of personal returns are $99 a month, including for business owners who only need to file Schedule C. We have to charge an additional fee for business owners who need S corp returns. The next page spells it all out.
If you have any trouble signing the form, please hit the "Save and Resume Later" link next to the Submit button and continue on a desktop / laptop or a different browser such as chrome or chrome incognito mode. You won't lose your progress.
If you have any trouble, please reach out to firstname.lastname@example.org
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.