Intentional Planning for Intentional Living

Have you ever asked...

  • Am I on the right track financially?

  • Should I be investing or paying down debt?

  • 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
  • Fee only
  • Fiduciary
  • Based in Fishers, Indiana
  • Treavor is both a CERTIFIED FINANCIAL PLANNER ™ and a CPA.
  • 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...

SERVICES

I provide advice on investments, insurance, cash flow, taxes, and other financial topics. 

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 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.

 

CONTACT ME

The first step is sending a message using the form below

or giving me a call at 765-335-6673.

 
CONTACT

phone: 765-335-6673

SYCOMORE SATURDAY

Weekly email from Treavor on money and life.

Learn more about Treavor's approach.

© SYCOMORE FINANCIAL 2019