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This section covers getting advice for your business on Whetstone: how your shortlist is put together, how booking and payment work, what happens in a session, and how an engagement closes out. The one thing worth knowing up front: your payment is held by Whetstone, not passed to the advisor, until the work is done and you confirm it.

Find an advisor

How your shortlist is hand-picked, and how to choose from it.

Book a session

Packages, times, checkout, and what “held” means.

Your session

Joining the call, messaging, reminders, preparing.

After your session

Confirming completion, the 7-day rule, and reviews.
Last modified on August 26, 2026

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