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...
financial plan
Are Investment Advisors Managing Your Money without a Plan?
How in the world do you tell someone how to invest their money if you have no plan – or worse yet, don’t understand the client’s plan?
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.