Markets are in turmoil, should you get out (or get in)? When the financial markets are in turmoil and account balances start to fall, there can be a strong temptation to ask your financial advisor to “do something” to stem any perceived losses. Yet it is often the...
PlumTree Financial Planning was designed to provide a different type of financial plan. We specialize in helping young professionals and their families make smart financial decisions and build plans to reach their goals. Our work together is collaborative. We start by...
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Now is the time to outline your shared goals and work together to build a roadmap to reach them.
Whether you have $5 or $5 million dollars, have just graduated or are ready to retire, we all need an estate plan.
Yes…Everybody needs a financial plan!
Once you start making some money and can begin saving, you need to start with a Freedom Fund and work out from there.
Life doesn’t necessarily get easier just because you start making more money…in fact, it could be just the opposite.