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You're all set!

Your call is confirmed.

You'll receive a calendar invitation at the email address you provided. If you don't see it within a few minutes, check your spam folder.

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What happens next

Check your inbox
A confirmation email is on its way with your call time, a video/phone link, and a way to reschedule if something comes up.

A little prep goes a long way
No need to prepare anything formal — but if you have documents like a recent statement or a specific question on your mind, feel free to jot it down.

We'll come prepared too

Your advisor will review what you shared and come ready to talk through your specific situation — not a generic pitch.

Change of plans? You can reschedule or cancel anytime using the link in your confirmation email.