Align Your Financial Future
Chiropractor-specific financial planning services
You've dedicated years to refining your skills and expertise as a chiropractor, demonstrating resilience and empathy in every patient encounter. Your profession demands precision, understanding, and a commitment to enhancing well-being. Just as you customize treatment plans for individual patients, managing your finances requires a tailored approach.
As a trusted ally in your journey, we recognize the distinct challenges and opportunities that accompany chiropractic practice. Our team is here to collaborate with you, utilizing our financial acumen to navigate the economic terrain while aligning with your career goals and personal aspirations.
Wondering about the possibility of early retirement? Considering practice expansion or diversification? Let's explore your ambitions together and devise a financial roadmap customized to your vision for the future.
Don't face financial decisions in isolation. Schedule a consultation with one of our financial advisors today and embark on the journey toward fortifying your financial security and peace of mind.
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
- Amendments 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.
Testimonial
Jeremy
Chiropractor“I like how we create a plan to follow that isn’t complex and makes finances more enjoyable”
Disclaimer:
These testimonial statements were provided by current clients in response to client satisfaction surveys. Clients who completed surveys were eligible to participate in a drawing for a gift card awarded to a survey participant chosen at random, not based on survey responses.