Our Services

The PlumTree Process

Clarify, Set Your Goals, Make the Plan


Step 1: Clarify

Together we will take a comprehensive look at your personal finances.
Clarify, consolidate, condense.

Step 2: Set a Goal

What’s going to bring happiness to your life?
We need to set a goal before we can accomplish it.

Step 3: Make the Plan

Now that we know where we are and where we are headed we can take the correct steps to get there.

Financial planning is more than just your money

It’s every aspect of your personal finances. We dedicate quarterly meetings to help you review your portfolio, document your progress, and make financial decisions with confidence. Our 100% virtual approach means you can meet with us when and where it is convenient for you.

Quarter 1

Tax Form Collection
Update IRS limits and dates
IRA, 401k, HSA contributions
Income review
Goal projections

Quarter 2

Tax Analyzer
Update W-4 or estimates
Asset allocation
Trusted Contact
Clean out files

Quarter 3

Estate Planning, Beneficiaries, Insurance Liabilities
Open enrollment support
Credit check
Valut checklist
Rising college freshman prep

Quarter 4

Tax Prep & Review
Max retirement deferrals
Use up FSA
Charitable contributions
Tax loss harvesting
Confirm RMD distribution
Finalize IRA contributions
Roth Conversions
Open enrollment

Which PlumTree Plan is best for you?

True flat-fee financial planning means that we can provide as much or as little assistance as you’d like.


Project-Based Engagements

$275/ hour

Looking for assistance with a specific financial goal? We can deliver targeted answers to your questions or a one-time comprehensive financial plan. We’ll still go through the 5 step process so that we’re sure we understand your full financial picture. Then you can implement your plan on your own timeline. (Generally 7 – 12 hours.)

Ongoing Planning


Our Ongoing Planning engagements are designed to help keep you on track with the plan we designed together. We will meet 4 times a year to go over any life events that have come up and financial changes you may have experienced. From there we will advise on your next steps and make sure you have everything you need to execute them.

Ongoing Planning & Processing


If you’d like assistance processing transactions on your account, we can help. If we recommend updates to your account during one of our meetings, we’ll get your express consent and approval for each transaction and then process them for you and provide all confirmation and updated documents for your records.

While we would love to help everyone, we are not taking any new clients at this time. We have very intentionally limited the number of clients we serve so that each client gets the personalized attention they need. If you’re looking for someone to partner with, we suggest you visit letsmakeaplan.orgXYPlanning Network or the Garrett Planning Network to find someone who can help you plan your future.



Main Office

101 Lindenwood Drive
Suite 225
Malvern, PA 19355

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