For CPAs, attorneys and other professionals
Referring a client to Michael C. Whitman, MBA, CFP®
CFP® · Millennium Planning Group, LLC · Pittsboro, NC · Verified with the SEC
Who Michael helps
Virtual Financial Planner
Specialties: Estate and legacy planning · Business owners · Tax planning · Freelancers and the self-employed · Real estate agents · Artists and creators · Teachers and educators · Caregivers and aging parents · Retirees and pre-retirees · Blended families · Physicians and dentists · Nurses and healthcare workers
How a referral works
- You introduce them with one email below, copying you and Michael. Nobody's added to a list.
- Michael replies to set up a short first conversation, at no cost and with no pressure.
- If it's not a fit, Michael says so and points them somewhere better. Either way, you look good for making the introduction.
Introduce a client
Handing out a name rarely works: most people never call. One email introducing them, copying you and Michael, does. It takes a minute.
Introduce someone to Michael →Advicer.bio doesn't give financial advice or pay for referrals. Michael is responsible for their own advice. Any compensation for referrals between professionals is between them and must follow their own rules.