Client Portal
Welcome to your client portal, where you can schedule your next meeting, access your comprehensive plan, and check on your investments accounts.
You may want to bookmark this page to access these links quickly, as you will come back to them in the future. I’m so glad you are working with me here at Gilbert Wealth.
Schedule your next Meeting
You can schedule or change your regular meeting conveniently through my Online Scheduling Portal. After you sign up, I will follow up with you about the topics we will be covering.
Just need to check in and ask some questions? You can schedule that too.
View Your Comprehensive Plan
Your Financial Plan is housed securely within RightCapital’s Planning Software. You can log in to RightCapital to see your financial plan, cashflows, projections, balance sheet, and more.
See How to Use RightCapital – Gilbert Wealth for helpful videos.
View Investments at Charles Schwab
Log in to our custodian’s portal to see your Gilbert Wealth Investment Accounts. Charles Schwab is the custodian for these accounts, meaning they handle the legal aspects and titling of your investments for safekeeping.
See How to Use Schwab Alliance – Gilbert Wealth for helpful videos.
