Clarity Call

(15 Minutes)

with Wayne Ifill

Financial & Estate Planner at Vanilla Financial

A focused, no-pressure conversation to get clear on your goals and next steps, by phone or video.

Who this is for
  • You want clarity on priorities like retirement, financial protection, investments, cash-flow, or “where do I start?”
  • You want to leave with clear next steps
  • You value straightforward guidance without a sales pitch

Schedule Your Referral Clarity Call

Select the date and time that works best for you.

Choose phone or video at booking.

If your preferred day and time is not available, contact me on (246) 850-6863, to see if we can arrange a time to meet.

Book Clarity Call
You’ll get an instant email confirmation and a reminder 24 hours before.
What you’ll get in 15 minutes
  • Clarity: We’ll unpack your most important question and outline practical next steps.
  • A quick diagnostic: I’ll identify gaps and opportunities based on what you share.
  • Map your next steps leave with a 3-Step Action Plan to improve your financial life.
  • A plan for “what happens next”: If we’re a good fit, we’ll discuss how a formal process works. If not, I’ll point you in the right direction.
How it works
  • Choose phone or Zoom — whatever’s easiest.
  • Bring your top 1–3 questions. No prep required.
  • You’ll leave with a simple summary of next steps.
What to expect
  • Duration: 30 minutes
  • Format: Phone or Zoom (your choice at booking)
  • No obligation: This is an informational conversation, not a sales pitch.
  • Mutual fit: I’ll be evaluating fit as much as you are. If I’m not the best advisor for you, I’ll tell you and offer a referral.
Why book now
  • Referred clients receive priority scheduling.
  • The sooner we talk, the sooner you can make confident decisions and avoid costly delays.
I’m an Independent FInancial & Estate planner, with over a decade of experience helping Barbadians and other Caribbean nationals, to organise and simplify their financial lives, allowing them to move forward with confidence.

Faq

What will we talk about?

Whatever is most important to you — retirement timing, investment strategy, financial protection options, estate and legacy issues, college planning, or simply “are we on track?” If you’re not sure, I’ll guide the conversation.

Do I need to prepare anything?

No. If you have recent statements or a list of questions, great; but not required.

Is there any cost or obligation? 

No. The discussion is at my expense and pressure-free.

What happens after the call? 

If we both want to proceed, I’ll outline the next steps, timelines, and fees. If not, you’ll still leave with clear next actions and resources.

Book Clarity Call
>