Own Your Finances

PlumTree Financial Planning is here to guide you towards financial freedom. We offer simple solutions to complex questions, whether it’s saving for your children’s college, paying off your own student loans, buying a house, or preparing to retire. PlumTree partners with you every step of the way, taking the burden off you and giving you the confidence in your financial decisions.

Let us guide you towards financial freedom.

Make confident financial decisions

Feel assured that you are making smart decisions for you, your family, and your future.

Know you’re on the right track

You’ve been saving, now what? It is time for a financial health check. Is your money working for you?

Feel comfortable with your advisor

PlumTree understands the trust necessary for a financial partnership. Our flat-fee model means our only allegiance is to you.

Work with someone who is invested in you.

Your money shouldn’t be a burden. PlumTree Financial strives to give you the freedom and confidence to own your finances. We believe in a collaborative partnership that combines our financial expertise with your personal goals to build a custom plan that is right for you.

Our holistic planning approach focuses on every part of your financial life, not just your money. We spend time getting to know you and your financial portfolio – from everyday financial decisions, to estate planning, insurance planning, and tax planning. And as a Certified Financial Planner professional, we work with you in a fiduciary capacity – meaning we put your interests first. When you partner with PlumTree, you know you’ve entrusted your finances with someone who truly cares.

PlumTree Financial is 100% virtual. We do not meet clients in traditional office spaces, instead we engage with clients in secure, on-line environments. No need to take time off of work or battle the traffic we can meet with you anywhere you have access to the internet.

The PlumTree Process

Clarify, Set Your Goals, Make the Plan


Step 1: Clarify

Together we will take a comprehensive look at your personal finances.
Clarify, consolidate, condense.

Step 2: Set a Goal

What’s going to bring happiness to your life?
We need to set a goal before we can accomplish it.

Step 3: Make the Plan

Now that we know where we are and where we are headed we can take the correct steps to get there.

Our Services

Financial planning is more than just your money – It’s every aspect of your personal finances. We dedicate quarterly meetings to help you review your portfolio, document your progress, and make financial decisions with confidence. Our 100% virtual approach means you can meet with us when and where it is convenient for you.

Quarter 1

Tax Form Collection
Update IRS limits and dates
IRA, 401k, HSA contributions
Income review
Goal projections

Quarter 2

Tax Analyzer
Update W-4 or estimates
Asset allocation
Trusted Contact
Clean out files

Quarter 3

Estate Planning, Beneficiaries, Insurance Liabilities
Open enrollment support
Credit check
Valut checklist
Rising college freshman prep

Quarter 4

Tax Prep & Review
Max retirement deferrals
Use up FSA
Charitable contributions
Tax loss harvesting
Confirm RMD distribution
Finalize IRA contributions
Roth Conversions
Open enrollment

While we would love to help everyone, we are not taking any new clients at this time. We have very intentionally limited the number of clients we serve so that each client gets the personalized attention they need. If you’re looking for someone to partner with, we suggest you visit letsmakeaplan.orgXYPlanning Network or the Garrett Planning Network to find someone who can help you plan your future.



Main Office

101 Lindenwood Drive
Suite 225
Malvern, PA 19355

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