PlumTree was designed to provide a different type of financial planning – we specialize in helping young professionals and their families make smart financial decisions and build plans to reach their goals. We do it on a fee-only basis, meaning no commissions or kick-backs, so that you know our only allegiance is to you and to providing you the highest level of service.
Every plan we build is unique, delivered after fully reviewing your current situation and learning your financial goals. We take a disciplined, process driven approach focusing on the things you can control while managing the risks of the things you cannot.
We feel that once you have a plan, you can spend time focusing on what’s most important in your life.
Take our quick tour below. If you like what you see click here to set-up an Introductory Phone Call to meet Beth D’Andrea and get your plan started.