Build Your Financial Planning Network
Engineer-specific financial planning services
You've dedicated years to honing your skills as an engineer, applying precision and innovation to every project you undertake. Your profession demands meticulous attention to detail, problem-solving prowess, and an unwavering commitment to designing solutions that push the boundaries of what's possible. Just as you tailor engineering solutions to suit specific project requirements, managing your finances requires a customized approach, especially considering the unique financial challenges engineers often encounter.
As a trusted partner in your professional journey, we recognize the specific financial hurdles engineers may face. From navigating fluctuating income due to project-based contracts or market volatility to managing student loan debt accrued during extensive education, we understand 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 retirement planning amidst the absence of traditional pension plans? Considering entrepreneurial endeavors like starting your own engineering firm or transitioning to a different sector within the 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 fulfilling 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!
*Please visit slpwealth.com/tax-agreement for complete details
Tax planning, filing*, and services for:
- All services and filing from Personal tier above
- S-Corp return filing
- Tax planning
*Please visit slpwealth.com/tax-agreement for complete details
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
Gene
Engineer“I like the very personalized services and talking with a human who isn't part of some large corporation”
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.