Intentional Planning for Intentional Living
Have you ever asked...
Am I on the right track financially?
How do I put my excess cash flow to work?
Which investments should I choose?
How do I optimize my portfolio from a tax perspective?
How do I use my money to make a difference?
What makes Sycomore unique?
Biblically based financial planning
Tax planning in addition to investment management. Treavor is both a CERTIFIED FINANCIAL PLANNER ™ and a CPA.
Based in central Indiana
Focus on financial planning for young professionals
Whether you resonate with these questions or you have questions of your own, you could benefit from the guidance of Sycomore Financial.
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.
Local business in Pendleton, Indiana. Meetings for clients in central Indiana (Indianapolis, Fishers, Noblesville, Carmel, Westfield, Pendleton, etc) can be either in person or via video call. Outside of central Indiana, meetings will be primarily virtual.
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 Pendleton, Indiana with my wife of 5+ years, son, and newborn 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.