Start Planning Your Future with a Personal Portfolio

PlumTree Financial Planning was designed to provide a different type of financial plan.

We specialize in helping young professionals and their families make smart financial decisions and build plans to reach their goals.

Our work together is collaborative. We start by discussing your current finances and goals to create an initial financial plan. Then, we work together to implement your action steps. As changes happen in your life, we adapt these action steps and strategies to meet your new situation and vision of financial success. Once a year, we do a thorough review of the plan to ensure you are on-track.

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 and managing the risks of the things you cannot.

Fee-only, fiduciaries, working with you to help you reach your financial goals.

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.