PlumTree Financial Planning wants you to start thinking about your financial future now

At every stage of life, we have financial questions: am I saving enough, do I need insurance, can I reduce my taxes, how do we pay our bills now that we’re married.

This January, PlumTree Financial Planning will introduce 5 packages that will not only show you why you need a plan at every stage of your life, but, show you exactly what we’ll deliver and how it will simplify your financial life.

Our 5 new programs are:

LaunchPlan – for Recent Graduates: Financial Planning can liberate you in the present, and set you on track to live the life you desire. Launch your financial plan and begin building wealth today through a simple, strategic roadmap for savings and paying off debt.

PowerPlan – for Newlyweds and Soon-to-Weds: Financial Planning can empower you with a shared financial vision, and prepare you for the milestones ahead. Create a shared financial plan that leads to your long-term success, and ensure that you are on the same page every step of the way.

FamilyPlan – for New or Expecting Parents: Financial Planning can ensure that you are prepared for the milestones parenthood brings, and safeguard your most precious asset. Your expenses have changed, but your financial plan continues. Now is the time to re-align your financial vision, and adapt your plan to your new obligations.

GrowthPlan – for Working People Building Wealth: Financial Planning can simplify your finances, build and protect the wealth you’ve earned, and put you on track to the future you desire. With a strong financial plan, you’ll take control of your personal finances, and enjoy peace of mind knowing that everything is on track.

GoldenPlan – for the Retired or Close to Retirement: Financial Planning can maximize income longevity and plan for the next generation, ensuring that you enjoy your golden years and protect the wealth you’ve worked your life to build. 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.

Financial planning can meet you where you are, and prepare you for where you are going. It’s never too soon and never too late to engage. Call us today and learn how we can help you get more comfortable with your financial decisions.

Do We Sound Like a Good Fit?

If you are interested in our services and would like to get to know us, we would love to hear from you. Click the button below to schedule a quick 20 minute phone call where we can get to know one another and we can answer any questions about our process and services.
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