Plumtree Financial Planning

Plumtree Financial Planning has a unique approach to financial planning that puts our clients at the center of everything we do. We are proud of being a small business because it allows us to offer personalized attention to all clients regardless of what they are trying to achieve. This attention helps us understand your goals and motivations, so we can prepare the best financial plan specifically for you – not a plan that works for people like you.

All our services, including both short- and long-term engagements, are offered as a flat fee because our allegiance lies with our clients rather than with making money. Whether you are a student looking to tackle the scary topic of student loans, a person in your 60s making sure you have enough money to retire, or anywhere in between, we want to help you prepare for your tomorrow while living in the now. Click here to schedule an appointment and take the first step toward financial freedom.

Fee Structure:

Hourly fees are $220 per hour.

Ongoing Financial Planning is $3,500 per year

Ongoing Financial Planning + Investment Management is $6,000 – $10,000 based on complexity.