See if you're a fit
Answer a few quick questions about your career and goals to see if we're a fit.
We specialize in financial planning for physicians, dentists, and vets in their 30s and 40s, and we work with many other professions with student loan debt too.
- Physicians
- Dentists
- Veterinarians
- + many more professions
4 short steps · no exact numbers needed · no obligation to work with us
Start by introducing yourself.
Submitting doesn't create an advisory relationship.
If we're a fit, you'll meet our team and be matched with a planner who knows your profession.
What you can expect
Tell us about you
4 short steps. No exact numbers needed.
We check fit right away
Your answers show which kind of help fits you best.
If it's a fit, book a free intro call
For ongoing planning, you'll pick a time right away.
Decide if we're the right fit for you
Ask your questions before you commit.
What happens after I fill this out?
As soon as you submit, your answers show which kind of help fits. If you're looking for ongoing planning, you'll go straight to a calendar to book a free intro call. On the call, we learn about your career, your family, and your goals, then match you with a planner.
We don't offer one-time financial plans, so if that's what you need, we'll share other places to look.
Is the intro call free? Am I committing to anything?
Yes. If we're a fit for ongoing planning, the intro call is free. Filling out this form doesn't create an advisory relationship, and you can opt out of hearing from us at any time.
Why do you ask about income and savings?
It helps us see whether we're a fit and where you are today. Every money question uses ranges, so no exact numbers are needed.
How much does financial planning cost?
For a limited time, financial planning is $199/month when you invest with us, or $199/month for your first 3 months ($299/month after) if you're advice-only. If we manage your investments, there's also an asset management fee of up to 0.75%. If you don't love it within 30 days, you get a full refund. See full pricing
Do I need to live near you?
No. All client meetings happen over video, and we work with clients in all 50 states.
Are your planners fiduciaries?
Yes. Every SLP Wealth advisor acts as a fiduciary, which means acting in your best interest. We do not sell you products for a commission. If we refer you to an outside professional for insurance or other needs, we always disclose that relationship.
Methodology. 9.4 out of 10 is the average 0–10 rating all current planning clients (every profession) gave their planner in SLP Wealth's anonymous Fall 2026 client survey (n = 432). Ratings are self-reported, reflect individual experiences, and may not be representative of all clients. Advisory services are offered only through a written agreement with SLP Wealth LLC.