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Free Financial Checkup

A clearer financial picture begins with a focused conversation.

Set aside 30 minutes on Zoom to organize your priorities, review what matters now and identify practical next steps.

Start with the questions that matter to you.

This checkup is a focused conversation about what you understand today and where you want more clarity.

  1. 01
    Choose a weekday timePick any half-hour start between 9:00 AM and 8:00 PM Eastern.
  2. 02
    Complete the short formShare your name and mobile number together with your requested appointment time.
  3. 03
    Watch for a confirmation callWildert will call for a quick confirmation before your Zoom meeting.
Choose your requested time

When would you like to meet?

Choose a weekday start time and enter your contact details. Your requested time appears below before you send your request.

Your requested 30-minute Zoom meeting

Your name and mobile number are used only to arrange and follow up on your free financial checkup.

What happens next: Wildert will call for a quick confirmation before the Zoom.

Your booking request is in.

Your requested 30-minute Zoom meeting

What happens next: Wildert will call for a quick confirmation before the Zoom.