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.

Let's Chat

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

Let's Start the Conversation

If you have additional questions, a 15- to 20-minute introductory chat can help you learn more.

Find a time that works for you by clicking the calendar icon below.

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