Counsel Your Financial Plan for Success
Therapist-specific financial planning services
You've dedicated years to your practice as a therapist, 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 counselors 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 in your therapy practice.
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Financial Planning with SLP Wealth
I want SLP Wealth to manage my investments
Assets to manage
Management fee is tiered: 0.75% on the first $2M, 0.65% on the next $1M, 0.49% on the next $2M, and 0.25% above $5M.
Tax preparation with SLP Wealth Waitlist — tell your planner
1For a limited time, financial planning is just $199/month when you invest with us, or $199/month for your first 3 months ($299/month after) if you're advice-only and we'll waive your setup fee ($0 instead of $1,000). These rates aren't locked in forever (thanks, inflation), but once you sign up, we'll keep your monthly rate as long as we can!
Testimonials / Endorsements
Becky
Therapist“He's helped me stay organized in everything that overwhelms me, MONEY! He gives great advice, cares about what is best for me personally, professionally, and financially. “
Disclaimer:
These testimonial/endorsement statements were provided by current and former 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. No compensation was given, and no conflict of interest exists between the client and SLP Wealth.
