Intentional Planning

for Intentional Living

Have you ever asked...

  • Am I on the right track financially?

  • How do I use my income effectively?

  • Should I be saving or paying down debt?

  • Which investments should I choose?

  • How do I use my money to make a difference?

Whether you resonate with these questions or you have questions of your own, you could benefit from the guidance of a financial advisor.

What makes you unique?

  • Biblically based financial planning

  • Fee only

  • Fiduciary

  • Based in Fishers, Indiana

  • Virtual financial advisor is available.

  • Treavor is both a CERTIFIED FINANCIAL PLANNER ™ and a CPA.
  • Focus on financial planning for young professionals.

What are your services?

 

Both ongoing and one-time financial planning...

I provide advice on investments, insurance, cash flow, taxes, and other financial topics. For example, we may discuss a student loan strategy, how to improve your tax situation, and review your investment portfolio. The fee is adjusted depending on your complexity.

Could investing in a relationship with a fee only financial advisor be what you need to reach your financial goals?

Meet your advisor.

 

Treavor Dodsworth, CFP®, CPA, CKA®

I became set on doing financial planning during my years at Olivet Nazarene University. Financial planning allows me to take the many moving pieces of someone’s financial life and put it together in a way that is useful to them. Many people do not realize the possibilities that are open to them until they begin planning intentionally.

I live in Fishers, Indiana with my wife of 5+ years and newborn son. A girl that attended the youth group where we volunteered once told me- “You are like Spiderman ... the nerdy guy that got the popular girl.” That pretty much sums it up. I feel very blessed to have the family that I do.

Please contact me below.

 

Contact

The first step is sending a message using the below form or giving me a call at 765-335-6673.

 
PHONE

765-335-6673

EMAIL

tdodsworth
@sycomorefinancial.com

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Weekly email from Treavor on money and life. Learn more about Treavor's approach.