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...
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Start Planning Your Future with a Personal Portfolio
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...
At PlumTree We Work with People Just Like You
Ready to become a PlumTree client? Schedule your Introductory Phone Call today.
Plan Your Future like you Planned Your Wedding
Now is the time to outline your shared goals and work together to build a roadmap to reach them.
Are you Prepared for an Emergency?
Whether you have $5 or $5 million dollars, have just graduated or are ready to retire, we all need an estate plan.
Do You Need a Financial Plan?
Yes…Everybody needs a financial plan!
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.
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.