You’re booked—here’s what to expect

1. Look out for an email from meetings@vanillafinancial.com confirming your Zoom/phone details. Add it to your calendar.

2. In 20 minutes, we’ll pinpoint priorities, confirm gaps, and map next steps.

3. No pressure. If we’re not a fit, you’ll still get clear recommendations or referrals.

Need to reschedule? Use the link in your confirmation email.