Every plan we build is unique, delivered after fully reviewing your current situation and learning your financial goals.
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Do You Look Like a PlumTree Client?
We help young professionals grow their wealth while moving through some of the most important and complex stages of their lives.
Medical Professionals and the Student Loan Dilemma
Medical professionals spend 7 to 10 additional years (or more) in school and training after college before earning their “doctor salary.”
Now that You’re Making Money
Congratulations! You’ve leapt from paycheck hopping to solid financial footing. “Great! Now what?” you might ask.
At PlumTree We Work with People Just Like You
Ready to become a PlumTree client? Schedule your Introductory Phone Call today.
Should Dentists Refinance Their Student Loans?
As a new dentist, you’re carrying more debt (on average) than almost any other medical professionals.
Should Physicians Refinance Their Student Loans?
Why and when you should refinance your student loans.
Paying for College: Save Now or Borrow Later?
Between baby food and diapers, car seats, doctor’s appointments and very small clothing the money seems to be flowing out the door.
6 Financial Tips for New Parents
It’s time to give your finances a refresh and prepare the nest for your most precious asset so that you can relish this joyful time.
What To Do If You Can’t Afford Your Medical Student Loan Payments
Here’s exactly how to handle it if you can’t afford your medical student loan payment during your lower-earning new grad years.
How to Handle Your Medical Student Loans Like a Pro
When it comes to handling your medical student loans, most of the generic advice out there just isn’t a fit for your situation.
Financial Checklist for New College Grads
That first paycheck may be the first time you receive a sum that size – and you’ll be getting these every two weeks!