Our Services

Working to Suit Your Needs

As a full service financial planning firm, we offer comprehensive financial planning capabilities and are available for both long-term and project-based engagements. In addition, we work to boost financial literacy and spread financial understanding by providing public and private event speaking on financial planning topics.

Learn more about our capabilities and services below.


Long-term Relationship Planning

Having a financial planner who knows you, understands your values, family history, and life events can prove invaluable when it comes time to make impactful financial decisions. We strive to provide you the attention to detail that your portfolio deserves and ensure that all of your asset investments align with your goals.

We believe our clients are best served with a long-term relationship, providing ample time for us to fully understand your needs and build a plan that grows with you. A Long-term Planning Relationship provides for three or four meetings during the first year to truly get your portfolio on track. In following years, we’ll meet annually or semi-annually to check-in on progress, answer questions and update your plan for life events.

The fee for Long-term Relationship Planning varies per month, depending on the complexity of your portfolio. Contact us to learn more.

As a full service financial planning firm, we offer comprehensive wealth management capabilities, including:

  • Investment Planning
  • Retirement Planning
  • College Planning
  • Insurance Planning
  • Tax Planning
  • Estate Planning
  • Charitable Planning

Project-Based Engagements

Some clients are more comfortable working with us on a project basis—meeting as needed to answer specific questions or help with particular issues. These clients engage PlumTree for a diverse range of financial planning services.

These projects are provided on an hourly basis. Please contact us for an estimate so that we can help you reach your goals.

Our project-based planning can answer your most critical financial questions regarding:

  • Early Retirement / Second Career Planning
  • Divorce Planning for Clients
  • Divorce Planning for Attorneys

Event Speaking: Spreading Financial Understanding

Contact us to speak about financial planning at your next public or private event.

We speak on a range of topics including:

  • Building Wealth for the Young Professional Lawyer / Doctor
  • College Planning Essentials
  • Women: Take Back Your Finances