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Tree Fort Financial

Align your Money and your Goals

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Put your money toward the life you want.

At Tree Fort Financial, we collaborate with you to manage and invest your money, helping you achieve your financial goals.

financial planning
Investment management

Fiduciary. Fee Only. Independent.

Close up of financial planning report with graph
Photo Credit: Chloe Camille Photography

Personalized financial planning

Let’s work together in a judgement-free space to discuss your goals, both now and for the future, to build a customized financial plan that is action-oriented, has your best interest at heart, and helps you create the life you want.

Learn more about the process
Jacki Liautaud reviewing financial planning report with client
Photo Credit: Chloe Camille Photography

Ongoing investment management

Once we’ve developed a personalized financial plan, we can work together on a regular basis to support your financial goals. This occurs through ongoing financial planning and investment management.

learn more about ongoing support

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