Intentional Planning for Intentional Living
Both ongoing & one-time financial planning...
SERVICES
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?
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 central Indiana with my wife of 10 years and three children. 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
