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...
Now is the time to outline your shared goals and work together to build a roadmap to reach them.
Just what is inflation, this ravenous beast that eats away at the value of every dollar you earn?
She founded PlumTree Financial Planning in 2007 to make wealth management accessible and financial goals achievable to everyone.
My epiphany was that everyone can really use a financial check-up with a professional financial planner, if necessary.
Nobody owns the words Financial Planner and nobody regulates their use, so anyone can call themselves a Financial Planner.
I was at the gym yesterday when it came to me that picking a fitness regimen is a lot like building your financial plan.
You need a plan to know that your money is working as hard for you as you are for it.
What does it take to build and implement your financial plan? Your financial plan is your path to wealth.
You’ve got questions about your finances – where do you go? Most people would answer, “an investment advisor.” Maybe.
The basis of your financial plan is your goals – your plans for retirement, saving for college or even that second home.
If you are looking for a plan to help you reach your financial goals then you are looking for a Comprehensive Financial Planner.