Navigate Your Financial Journey with the Right Support

Psychologist-specific financial planning services

You've dedicated years to your practice as a psychologist, offering compassion and expertise in every client session. Your profession demands meticulous attention, empathy, and an unwavering commitment to improving mental health and overall wellness. Just as you tailor therapeutic interventions to suit individual needs, managing your finances requires a personalized approach, especially considering unique challenges psychologists often encounter.

As a trusted partner in your professional journey, we recognize the specific financial hurdles psychologists may face. From navigating fluctuating income due to variable caseloads or insurance reimbursement rates to managing student loan debt from 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 private practice ownership or transitioning to a different specialty? 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

$149
/month
+
$0 enrollment fee
At this pricing, you’re getting:
  • Financial Planning
  • Cash Flow Management
  • Insurance Advice
  • Retirement Savings Planning
  • Student Loan Advice

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.

Go to Pricing

1For a limited time, just $149/month for financial planning (normally $199/month), and we’ll waive your set up fee ($0 instead of $1,000). That’s about 50% 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!

$149/month pricing goes into effect on January 1, 2025. November and December 2024 billed at introductory $99//month rate.


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

Katherine

Psychologist

“My financial planner, Jake has impressed me by being knowledgeable, collaborative, and responsive. He ran the numbers to clarify how I'd save more over the longterm with PAYE instead of SAVE, and shared a strategy to give me a few more months of $0 payments before consolidating and switching!“

Sarah

Psychologist

“James has been incredibly informative, clear, and helpful. I feel that I can trust him to guide me towards what is best given my situation while also informing me when there is a choice I can make based on my preferences or priorities.“

Alisa

Psychologist

“Dan is smart, conscientious, and clearly extremely knowledgeable. I am appreciate of his describing complex aspects of financial planning in terms I can understand.“

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.