Welcome to the scheduling page for Michael Whitman, MBA, CFP®.
Please select which type of Event you want to schedule.
Initial Consultation
We look forward to helping you meet your financial goals!
Any Time Client Meeting
Schedule time with Michael.
Spring Review Meeting
This is a 60 - 90 minute meeting for our spring review.
Fall Review Meeting
Once you schedule your meeting you will be directed to the Annual Review Checklist for you to complete so we can make the most of our time together.