General Communications

Mailing address:
The Planning Shop
555 Bryant St., #180
Palo Alto CA 94301
ph 650-364-9120
fax 650-364-9125
info (at)

Office address:
503 Seaport Court, Suite 106
Redwood City, CA 94063

Customer Service Hours:

10:00 am to 4:00 pm (PST)
Monday through Friday

Academic Orders, Bulk discounts and Custom Covers

Andrea Lazarich
Client Manager & Academic Liaison

Technical Support

Support for our Electronic Financial Worksheets is provided via email to support (at) For solutions to common questions about the product, please view our EFW Frequently Asked Questions.