We work by appointment only (no walk-ins) scheduled and built around you. For your initial contact you may choose to send us a message here, give us call at 650-777-7588 or meet in person.
To meet with a WhiteSpace Financial Advisor to discuss your situation, please select one of three venues:
YOUR TURF (suggested). Your home maximizes privacy and access to documents which can help us understand granular details. Some of the best household and financial planning is done at the kitchen table. Meeting at your work maximizes convenience, access to company benefit information, and minimizes disruption to your day. It also lets us see and appreciate your professional life, often the fount of current and future wealth.
NEUTRAL TERRITORY. Coffee, tea or Guinness? We've found sharing a beverage in the relaxed atmosphere of a public cafe is a great way to begin a conversation about you. What's your favorite spot?
CLASS “A” OFFICE SPACE. Conference room table, whiteboards and bottled water...you know the drill. Book at appointment in any of these locations: