Straightforward pricing

Financial Planning

$149
/month
+
$0 enrollment fee
At this pricing, you’re getting:
  • Financial Planning
  • Cash Flow Management
  • Insurance Advice
  • Retirement Savings Planning
  • Student Loan Advice
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Add Additional Services:

+ 0.49% AUM (assets under management)

At SLP Wealth, we offer a comprehensive investment management service designed to streamline and enhance your financial services experience.

Go to Pricing

1For a limited time, just $149/month for financial planning (normally $199/month), and we’ll waive your set up fee ($0 instead of $1,000). That’s about 50% off your first year financial planning fee. Those fees are not locked in forever (thanks inflation), but once you sign up, we’ll keep you locked into that monthly rate as long as we can!

$149/month pricing goes into effect on January 1, 2025. November and December 2024 billed at introductory $99//month rate.


If you have a large student loan balance, you will have to complete a student loan consultation with Student Loan Planner to qualify for the discount above. Otherwise you will be subject to normal pricing of $199/month and $1000 enrollment fee.