We are fee-only financial advisors, which means we are paid for our advice alone. We don’t sell products and never receive commissions for the investments we use.
We review your whole financial picture in light of your lifestyle and personal values to help you make wise decisions.
No two lives are the same. We listen to you and tailor our advice to your situation.
Jonathan Brandt is a Certified Financial Planner™ and is held to the highest standards of professionalism and ethics in the field.
Jonathan founded Journey Tree in 1993 because of his passion for helping people make smart financial decisions…
Matt helps clients understand every step in the process so they can become confident in their financial future…
Jennifer’s 20 years of administrative and customer service experience helps her serve clients and keep the office running smoothly…
Receiving an expected or unexpected inheritance can be an emotional and overwhelming time. The events that led to this windfall may have occurred through loss or some other life event. Here are some steps to take to help make the most of your inheritance: Take your time – allow yourself time to step back and process what has happened. Remember where it came from – think about how long it would have taken you to save up what has been…
People get used to the way things are and often have trouble adapting to change. Take interest rates for example. For much of the last 15 years since the financial crisis the Federal Reserve rate has been close to 0%. While it is historically unprecedented for rates to be this low, not to mention for so long, many people have come to think of it as normal and the way things were always going to be. What a difference a…
Just like getting the oil changed in your car on a regular basis, it’s a good idea to check on your financial house to be sure everything is in order. Here are a few items to review every year to be sure they are working in your favor: Personal spending plan – if you are not following a spending plan yet, create one and follow it. Cash flow is the cornerstone of achieving financial goals such as retirement and funding…
