PlumTree Financial Planning provides financial planning analysis and plans that consider budgeting, tax planning, life insurance, and estate planning. PlumTree aims to provide attention to detail and ensure asset investments align with client goals. They offer long-term planning relationships with regular meetings and project-based services for specific questions or issues.
Fee Structure
PlumTree Financial Planning offers a long-term planning relationship for an annual fee, generally ranging from $460 to $1,000 per month, depending on the level and scope of services. This includes four meetings during the first year and quarterly reviews in subsequent years, with up to four meetings annually. Email and phone consultations are included at no extra charge.
PlumTree Financial Planning offers project-based services billed at an hourly rate of $295.00 per hour.