How SLP Wealth Is Evolving Next Year To Get You To Your Goals & Dreams Faster

We're pulling back the curtain today. SLP Wealth CEO Travis Hornsby, CFA®, CFP®, joins us as we walk through the biggest lessons we've learned building SLP Wealth — what worked, what didn't, and why we're making some thoughtful changes to serve you better in 2026 and beyond. You'll hear how we're creating a planning process that's smoother, clearer, and more supportive year-round, plus what these updates actually mean for your goals, your momentum, and your day-to-day financial life. If you want to understand how you'll get more value and better guidance going forward, this episode lays it out. Key moments: (01:36) How SLP Wealth actually started (and why it clicked so fast) (14:10) What we learned from our first year, and how it means better planning for you (26:22) How moving to three annual check-ins can help you make faster progress on your goals (33:25) The new investment management tiers and how they benefit you (44:40) Why treating your financial plan as a living roadmap keeps you on track through every life shift There's no one-size-fits-all for wealth. Get the plan that fits you. Try SLP Wealth risk-free! Like the show? There are several ways you can help! Follow on Apple Podcasts, Spotify or Amazon Music Leave an honest review on Apple Podcasts