Straightforward pricing
Financial Planning
$199
/month 1
+
$0 enrollment fee
At this pricing, you’re getting:
- Financial Planning
- Cash Flow Management
- Insurance Advice
- Retirement Savings Planning
- Student Loan Advice
- Try for 30 Days Risk-Free
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.
Tax planning, filing*, and services for:
- Individual W-2, K-1
- Single member LLC or Sole Proprietorship
- Amendments for student loan strategies
- Married filing separately included!
*Please visit slpwealth.com/tax-agreement for complete details
1For a limited time, just $199/month for financial planning and we’ll waive your set up fee ($0 instead of $1,000). 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!
