Client Portal

Client Portal

Financial Planning Group

Financial Planning Done Right.

Financial Planning Done Right.

We provide humancentric advice supported by technology.

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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?

Send us a message!

Have Questions?