Welcome to the scheduling page for Allen Gibson.
Please select which type of Event you want to schedule.
Existing clients click here to schedule a phone call or Zoom
Schedule a review call for existing clients. IF YOU HAVE AN ISSUE THAT IS TIME SENSITIVE, CALL US AT 214.347.7475
Prospective client - Schedule an Initial Conversation
We intentionally work with a small number of families. That lets us know each one well and give every client the attention they count on. We're usually the best fit for families with $3 million or more in investable assets, whose financial lives benefit most from coordinated planning. Our first conversation is simply a chance to get to know each other and see whether we're a good fit.