Gerber, LLC congratulates you for taking a big step in gaining clarity towards your life goals (personal, business & financial) by engaging in our Clarity Process!
Here’s how it works: Register for the site using the buttons below and create your personal login. Once logged-in, we’ll need you (and your spouse/partner, if applicable) to complete the Data Gathering and Fact Finding sections. For your convenience, you’ll have the ability to upload documents directly to the site, save, close, and come back at any time.
The information received through the Fact Finding and Data Gathering sections will guide us in creating a customized Plan for you. It is pertinent to the process that you complete the Fact Finder and Data Gathering sections to the best of your ability.
We request that you complete all sections at least one week in advance of your Fact Finder meeting with us. Please note, this process can take 3 – 10 hours to complete, depending on your specific situation. So relax, grab a glass of wine, and dive on in!