Straightforward pricing
Financial Planning
- Financial Planning
- Cash Flow Management
- Insurance Advice
- Retirement Savings Planning
- Student Loan Advice
Add Additional Services:
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
- Amends for student loan strategies
- Married filing separately included!
One-time enrollment fee schedule:
Between April 15th and November 15th, clients may sign up with no enrollment fee. Between November 16 and February 15, a $495 enrollment fee will apply. Between February 16 and April 1, a $995 enrollment fee will apply. Between April 2 and Tax Day, SLP Wealth will not be able to accommodate filing services for the prior tax year. Any client who signs up for tax services during this date range will be signed up for tax services for the current calendar year tax year.
*Individuals with more complex returns that include more than 1 rental property, more than 2 state filings, or additional factors may be subject to a higher fee and/or an additional $199/hr fee for filing. Visit https://slpwealth.com/tax-agreement/ for the complete list.
1For a limited time, just $99/month for financial planning (normally $199/month), and we’ll waive your set up fee ($0 instead of $1,000). That’s about 67% 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!
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.
