Speak into Your Financial Path
Speech Pathologist-specific financial planning services
You've devoted years to honing your skills and expertise as a speech-language pathologist, embodying resilience and empathy in every client interaction. Your profession demands precision, empathy, and a dedication to improving lives. Just as you tailor therapy plans to meet individual needs, managing your finances requires a personalized approach.
As a trusted partner in your journey, we understand the unique challenges and opportunities that come with being a speech-language pathologist. Our team is here to collaborate with you, leveraging our financial expertise to navigate the economic landscape while aligning with your career objectives and personal aspirations.
Wondering how long until you can retire? Looking to diversify your services? Should you switch to an S-Corp? Let's explore your goals together and create a financial strategy tailored to your plan for the future.
Don't navigate financial decisions alone. 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 $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
Lisa
Speech Language Pathologist“[My planner] has a knack for making concepts easy to understand! Life and choices can become even more complex as you get older and I'm glad to have her support!“
Disclaimer:
Testimonials are from real clients of SLP Wealth who had a chance of receiving a gift card from us for participating in our client satisfaction survey where this testimonial was received.