Financial Planning

What is Financial Planning?

Financial Planning takes money management to new heights.

While most financial advisors will invest your money, few will prepare a plan for all of your assets and all of your goals. Financial planning starts with questions like, “What keeps you up at night?” and “Are you saving for a new car or home?” and uses the answers to create a long-term strategy for your future – not just your cash.

Financial planning is about more than investable assets. It includes investments, but it also includes retirement, insurance, tax planning and estate planning. No financial plan is complete without considering all five.

what is financial planning

human approach to wealth management

A Human approach

We know that the same things that make us people affect our financial plans. We get to know you as a person, and leverage our findings to guide you on your journey to wealth.

comprehensive capabilities

Comprehensive Capabilities

We are a full service financial planning firm, with capabilities spanning the five core areas of financial planning. We ensure that all parts of your financial plan work together.

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Long-Term Investing

Our long-term, low cost investing philosophy cuts through the volatility of the market, keeping your future always in focus with a diversified portfolio and proper time horizon.

Every Stage of Life

The life(long) event that affects everything.

Everyone needs a financial plan. No matter where you are in life, financial planning will empower you to reach your goals. Explore our financial planning packages below to learn what we’ll deliver and how we’ll transform the area of wealth management for you.

financial plans for every stage of life

Launching into Life for New Graduates

Your long-term financial success starts today. Money can set you free, but it all starts with a plan. The compounded benefits of early planning and investing can put you years ahead of the pack.

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Dynamic Plans for Newlywed Power Couples

Your new life together has started, and you’re looking out for the team. Now is the time to prepare for the future ahead, and get on the same page when it comes to your financial vision.

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Family Preparations for New Parents

Parenthood brings with it a whole new world of financial considerations and responsibilities. By re-aligning your financial plan, you’ll safeguard your most precious assets and begin preparing for the many milestones ahead.

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Wealth Building for Working People

Amidst your many demands, it’s hard to find time to think about your bigger financial picture. By setting out a financial plan, you’ll find peace of mind in knowing exactly where you are, and how to get to the future you desire.

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Managing Wealth in the Golden Years

You’ve worked hard to arrive at this time in your life, and you’ve earned every moment. With your years in the workforce over, it’s time to make your money work for you.

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path to retirement

Working with Us

Life-Long Planning:
Partnering on the Path to Wealth

Your financial plan is a journey that progresses over time. Our Life-Long Planning provides the ultimate benefit to our clients: a long-term partnership to guide them on their journey to wealth. In addition to quarterly meetings, we make ourselves entirely available to our Life-Long clients for all of their financial planning needs.

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Project-Based Engagements: Partnering to Suit Your Needs

Some clients are more comfortable working with us on a project basis—meeting as needed to answer specific questions or help with particular issues. These clients engage PlumTree for a diverse range of financial planning services.

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get started now

Get started, today.

Wealth management can be a complex and overwhelming area. Our unique engagement process makes it intuitive and simple for our customers to get started—from discovery, to planning, to implementation and optimization. Together, we will get you on track to reach your goals.

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