Strategize Your Financial Freedom
Corporate Employee-specific financial planning services
You've dedicated years to honing your skills in business administration, mastering the intricacies of finance, marketing, and management. Your profession demands strategic thinking, analytical prowess, and an unwavering commitment to driving organizational success. Just as you tailor business strategies to suit market dynamics, managing your personal finances requires a bespoke approach, particularly given the financial challenges corporate employees often encounter.
As a trusted partner in your professional journey, we understand the specific financial hurdles MBAs and corporate employees may face. From navigating fluctuating income due to performance-based bonuses or stock options to managing student loan debt accrued during your advanced education, we recognize the complexities of your financial landscape. Our team is here to collaborate with you, leveraging our expertise to address these challenges while aligning with your career objectives and personal goals.
Contemplating investment strategies amidst market volatility? Considering entrepreneurship or transitioning to a different industry? Let's delve into your aspirations together and craft a financial strategy tailored to your vision for the future.
Don't navigate financial decisions alone, especially when juggling the demands of a dynamic yet financially nuanced career. Schedule a consultation with one of our financial advisors today and take the first step toward strengthening your financial security and achieving 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.
Testimonials
Kiley
Business / Corporate World“We trust our financial planner’s judgement, she’s open to us asking any questions we may have related to student loans and finances in general, and she’s helped us reach major goals over the past ~4 years!”
Isaiah
Business / Corporate World“Jared has helped us make decisions and take action on things we've been too busy to look up or knock out ourselves, saving/earning us thousands down the road. He also is good at answering questions to help educate us so that we are confident in our options decisions.“
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.
