Client Portal
Client Portal
Financial Planning Group
Financial Planning Done Right.
Financial Planning Done Right.
We provide humancentric advice supported by technology.
Keeping you Updated
One on One Session
About MPG
Millennium Planning Group was started so that we can provide a new type of financial advice experience to our clients. We bring together really getting to know our clients and their families with the new virtual world. The majority of our interactions with our clients are virtual and we are 100% paperless.
Millennium Planning Group was started so that we can provide a new type of financial advice experience to our clients. We bring together really getting to know our clients and their families with the new virtual world. The majority of our interactions with our clients are virtual and we are 100% paperless.
Millennium Planning Group was started so that we can provide a new type of financial advice experience to our clients. We bring together really getting to know our clients and their families with the new virtual world. The majority of our interactions with our clients are virtual and we are 100% paperless.
Our Process
Our Process
We start by providing anyone interested in working with us a complimentary consultation and an Asset-Map to show you where you currently stand. From there we discuss if/how our services would fit within you and your family’s situation and with your lifetime goals.
We have an initial consultation to see what you are looking for.
Next we schedule a meeting to review your asset-map
We can get the map done via a discovery link sent to you or we can have a meeting to walk through together.
At the Asset-Map meeting we discuss options for moving forward with Millennium or go out on your own way
If you join Millennium, we will sign an agreement, start the invoices, and move forward with onboarding process
We start by providing anyone interested in working with us a complimentary consultation and an Asset-Map to show you where you currently stand. From there we discuss if/how our services would fit within you and your family’s situation and with your lifetime goals.
We have an initial consultation to see what you are looking for.
Next we schedule a meeting to review your asset-map
We can get the map done via a discovery link sent to you or we can have a meeting to walk through together.
At the Asset-Map meeting we discuss options for moving forward with Millennium or go out on your own way
If you join Millennium, we will sign an agreement, start the invoices, and move forward with onboarding process
We start by providing anyone interested in working with us a complimentary consultation and an Asset-Map to show you where you currently stand. From there we discuss if/how our services would fit within you and your family’s situation and with your lifetime goals.
We have an initial consultation to see what you are looking for.
Next we schedule a meeting to review your asset-map
We can get the map done via a discovery link sent to you or we can have a meeting to walk through together.
At the Asset-Map meeting we discuss options for moving forward with Millennium or go out on your own way
If you join Millennium, we will sign an agreement, start the invoices, and move forward with onboarding process
The MPG Team
The MPG Team
Michael Whitman, CFP®
Owner/Financial Planner
Matt Rubush, CPA
Financial Advisor
Our Team
As comprehensive financial advisors, we meet our client's needs with what our clients need. We have a range of services that we can provide.
Why work with a CFP® Professional?
Why work with a CFP® Professional?