Contact Us
Let’s start a conversation.
We welcome the opportunity to discuss your financial planning needs.
Contact us to schedule a conversation with our team—call us directly, complete the form below, or use the scheduling button.
Give Us a Call:
Office Address:
703 High Street
Palo Alto, CA 94301
Send us a message
This form is provided for your convenience. To ensure timely responses, we cannot accept instructions for trades or other time-sensitive information through this forum. For your security, we recommend that you do not disclose account numbers, passwords or other sensitive information in a message. Please see our Online Privacy Statement regarding the use of email.
Victor Navalta
Client Relationship Consultant II
Ianna Huang
Client Relationship Consultant
Parking Directions:
We have two designated parking spots in the courtyard at Forest and High Street. Just steps from our front door.
Common Questions
What is your approach to financial planning?
We follow a systematic process that begins with understanding your unique situation and goals. Our recommendations are based on your individual circumstances and preferences.
What types of clients do you work with?
We work with technology professionals, entrepreneurs, women investors, and families—including throughout the Bay Area—who value personalized financial guidance.
How do you charge for your services?
We provide transparent information about our fee structure during our initial conversation. Our fees vary based on the services provided and complexity of your needs.
What makes Phases Financial Group different?
We maintain a focused practice that allows us to provide detailed attention to each client’s needs. Our team also has experience working with technology professionals and their unique planning considerations.
How often do you meet with clients?
Meeting frequency is tailored to your preferences and needs. We typically schedule regular review meetings to discuss the progress of your plan and additional conversations as circumstances change.