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!

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