Skip to main content
Every Whetstone engagement uses bounded scope: a fixed number of sessions and a written description of what is covered. No retainers, no open-ended hours, no scope creep.

How it works

1

The scope is written on the package

Each package carries a plain sentence saying exactly what it covers.
2

It is copied onto your booking

At the moment you book, that sentence is copied onto the booking itself.
3

It cannot change afterwards

If Whetstone later changes what the package includes, your booking is unaffected.
This is the single most important protection on the platform, and it runs both ways. The client knows exactly what they are paying for. The advisor knows exactly what they have agreed to deliver, and it cannot be stretched underneath them.

Why it matters in a dispute

If a problem is ever reported, the written scope on the booking is what the Whetstone team anchors on. Most disputes turn out to be a mismatch between that sentence and one side’s expectations — which is exactly why it is written down before anyone starts.

If you need more help

Book a new package, with the same advisor or a different one. Each new booking has its own scope and session count.
If your challenge changes mid-engagement, say so in the message thread. A new package is usually the cleaner way to address a different problem.
Last modified on August 26, 2026