Welcome to the scheduling page for Michael Whitman, MBA, CFP®.
Please select which type of Event you want to schedule.
Client Meeting
Schedule time with Michael.
Initial Consultation
We look forward to helping you meet your financial goals!
Spring Review Meeting
This is a 60 - 90 minute meeting for our spring review.
Fall Review Meeting
This is a 60 - 90 minute meeting for our fall review.
Networking
General networking and product wholesalers.