Get Started with Gilbert Wealth
Just Exploring?
Schedule a Complimentary Initial Consult
When you schedule an initial consult, plan on about a 30-minute meeting by phone, video chat, or in person. I want to get to know you and your financial situation, see how I might be able to help you, and give you the information you need to decide if Gilbert Wealth is a good fit for you. There will be no pressure to commit to anything. We’re just going to start a conversation.
Considering Becoming a Client?
Schedule an Exploration Meeting (Yes, this one is Complimentary, too!)
We’ve talked and you think Gilbert Wealth might be a good fit. Now let’s dive a bit deeper and see how I can provide value for you in more depth. If we didn’t talk about it already, we will get you a quote and I will answer any further questions you have before we move forward together.
How to Choose and Advisor
It is important to make informed decisions, especially when it comes to your financial future.
We want to make sure that Gilbert Wealth is a good fit for you. How do you do that? Come to our initial consult prepared to ask me questions. Grill me on how I work as an advisor and how I run my business. Make sure you clearly know how much this will cost. Clarify the services I can offer. We’re starting a conversation and I am excited to answer all your questions.