Michael Whitman


I offer comprehensive financial planning for young professionals. Just like you, I am a young professional who is still establishing myself in my career journey – I know from experience the questions that we face every day, for example:

  • How much money should I be saving?
  • Where should I be putting my savings?
  • How can I manage all this debt?
    • Student loans
    • Credit cards
    • Car loan
    • Mortgage
  • Should I buy a house or keep renting?

There is no one size fits all answer, because not everyone is in the same situation. What I do is help you create a strategy that works best to fit your needs, and provide you with advice through your life’s journeys.. In all honesty, how often does everything happen exactly the way we plan?

I work with my clients every step of the way to get them the financial freedom they want, for their unique life events and needs. Please click the link below to schedule a 30 minute phone call with me so that we can determine which level works best for you!