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Everything and Anything Related to Your Money

What do you want to accomplish today?

At PlumTree, your personal goals drive your personal plan. We'll work with you to reach your goals with unprecedented one-on-one service that motivates you and keeps you on track.

Create Your Own Financial Destiny

What does financial freedom look like to you? Not worrying about money? A home of your own? Paying down student debt? It's different for everyone and that's why we work with you throughout the year to set and reach your goals and milestones, mentoring and coaching you along the way.

We call this Human Advisory.

You're in Good Company at PlumTree

We help young professionals grow their wealth while moving through some of the most important and complex stages of their lives:

Amanda called us when she graduated college. She had just gotten an awesome job and was bringing home a nice paycheck. Although her father was financially savvy and gave her excellent advice, she felt it was time to go independent. We've helped Amanda choose benefits at her employer, determine how much to put away in her retirement plan, choose the funds to invest in there and start her own personal savings plan. We're also happy to announce that now we help Amanda and her S.O., Joseph, plan their future together.

Bob and Jeanne got in touch with us right after they got married. It was time to combine finances, develop common goals and work on a plan for their financial future. But, before we could even have our first meeting, they found the house of their dreams and our introductory meeting turned into a "how much house can we afford" meeting.

Samantha just graduated from medical school and has landed a job with a significant salary. Thank goodness for that because she has more than significant student debt. Unfortunately, they have hired her as an independent contractor - without benefits. We worked with Samantha to set herself up as a small business so that she could build her own retirement plan. Paying off the school debt is more complex and will be revisited often. For now, she is staying with an income based plan, even though she could refinance for less. Why? This job doesn't seem very stable and the federal loan program offers more forgiveness than any private loan.

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