Welcome to the scheduling page for Lisa Whiteman.
Please select which type of Event you want to schedule.
Document Signing
We're looking forward to working with you!
Initial Consultation
We look forward to helping you meet your financial goals!
Annual Review Meeting
Schedule time to discuss your yearly financial annual review
General Appointment
This is a 30 minute appointment to discuss your financial situation.
Financial Planning
This is an hour and a half appointment designed to discuss your financial planning needs.