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Intentional Planning for Intentional Living

Investment management and tax planning can be complicated.

Working with an experienced CERTIFIED FINANCIAL PLANNER™ professional and CPA can help.

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Services and Pricing

Both ongoing & one-time financial planning...


Investment management, tax planning, insurance planning, and goal projection all in one place from a competent and qualified financial advisor.

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

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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 central Indiana with my wife of nearly 10 years, son, and daughter. 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.

Meet Your Advisor


The first step is sending a message using the form below. I look forward to hearing from you!


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