Infographic Archives - PlumTree Financial

Category: Infographic

April 15, 2020April 15, 2020

PlumTree Financial Planning was designed to provide a different type of financial plan. We specialize in helping young professionals and the

April 5, 2020April 15, 2020

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

July 9, 2017May 12, 2019

Ready to become a PlumTree client? Schedule your Introductory Phone Call today.

May 18, 2017May 12, 2019

Now is the time to outline your shared goals and work together to build a roadmap to reach them.

May 4, 2015May 12, 2019

Whether you have $5 or $5 million dollars, have just graduated or are ready to retire, we all need an estate plan.

February 12, 2015September 27, 2018

Yes...Everybody needs a financial plan!

January 28, 2015April 15, 2019

Once you start making some money and can begin saving, you need to start with a Freedom Fund and work out from there.

January 15, 2015September 27, 2018

Life doesn't necessarily get easier just because you start making more money...in fact, it could be just the opposite.