The PlumTree Difference

Let your finances set you free.

Holistic Planning is about more than just your money – it includes every aspect of your finances. We dedicate time getting to know you, your portfolio, and your personal goals in order to build a custom plan that is right for you.

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Step 1: Clarify

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

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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.

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Step 3: Make a Plan

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

The

PlumTree

Team

Beth D’Andrea

Certified Financial Planner

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.org, XYPlanning Network or the Garrett Planning Network to find someone who can help you plan your future.