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.
Scheduling is Easy!
You will be redirected to my Online Scheduling Portal. To schedule your meeting simply choose your meeting type and put yourself right on my calendar.
Looking forward to seeing you soon!
Existing Client?
Schedule your Next Planning Meeting
You can schedule or change your next meeting time on my Client Scheduling Portal. You will see that you can schedule a specific type of meeting (like your Annual Deep Dive meeting) or you can just choose a length of time (if you have a topic you want to discuss or a few questions to ask).
All scheduled? Great.
Still Deciding if Gilbert Wealth is right for you?
Educate yourself on questions to ask when interviewing an advisor or schedule a meeting to talk through all this in person.
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.