The fact is that if you don’t know what’s going on with your finances, you may be in for a big shock.
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Do You Need a Financial Plan?
Yes…Everybody needs a financial plan!
Charitable Contributions
Give throughout the year and keep track of it all in one place with this Excel spreadsheet. Don’t forget all those times you texted to make a donation!
As Your Money Grows, Take Care of It
Once you start making some money and can begin saving, you need to start with a Freedom Fund and work out from there.
Beth D’Andrea, Financial Planner, LLC is changing its name to PlumTree Financial Planning
At PlumTree Financial Planning we will continue to offer personalized education and guidance for all stages of your life.
Lock & Key
In an emergency, provide vital information to your family and friends so that they can provide assistance easily.
Is it Time to Get a Financial Check-Up?
As life events occur, we handle them accordingly and go back to our lives. Often, we do the same with our finances.
PlumTree Financial Planning wants you to start thinking about your financial future now
At every stage of life, we have financial questions: am I saving enough, do I need insurance, can I reduce my taxes?
Life Gets More Complicated
Life doesn’t necessarily get easier just because you start making more money…in fact, it could be just the opposite.
Life After Divorce Financial Checklist
Be sure to keep yourself safe and secure your own future by updating and maintaining the documents below.
Tax Tracker
Don’t spend the beginning of the year rooting through old files looking for receipts for your taxes.
Survivor’s Guide Timeline and Checklist
This can be an emotional time for the bereaved, with many new and unexpected tasks.