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#55 - Financial Planning in One Word
There is one word that I focus on more than any other when I think of financial planning. That word is intentionality. In fact, the...

Treavor Dodsworth CFP®, CPA, CKA®


#54 - Hope
Hope and personal finance may not seem related initially, however, hope is an integral part of any financial plan. The aspect of hope...

Treavor Dodsworth CFP®, CPA, CKA®


#53 - Investment Layers
When you purchase an investment, there are generally three layers. Today, I am offering a quick explanation of those layers to...

Treavor Dodsworth CFP®, CPA, CKA®


#52 - Know Your Spending
I get it. Sometimes ignorance is bliss. This is one area though where awareness is very beneficial to your life. I am not writing today...

Treavor Dodsworth CFP®, CPA, CKA®


#51 - One Thing
A part of every good financial plan is determining goals. Goals shape how we spend our time and the tasks we devote ourselves too....

Treavor Dodsworth CFP®, CPA, CKA®


#50 - Embrace the Challenge
This has been a tough year for many. Recently, I was talking with a friend and fellow financial advisor that was trying to decide if he...

Treavor Dodsworth CFP®, CPA, CKA®


#49 - When Less Is More
Our natural tendency with finances is to desire more. Near the end of Proverbs are a few verses that stand in stark contrast to this...

Treavor Dodsworth CFP®, CPA, CKA®


#48 - Advisor Compensation
Financial advisors charge in many different ways. Today, I wanted to highlight one of the most significant differences between how...

Treavor Dodsworth CFP®, CPA, CKA®


#47 - Christmas In July
Recently, I did a survey with clients. One of the questions I asked was how I could improve. More than one person mentioned they wanted...

Treavor Dodsworth CFP®, CPA, CKA®


#46 - Mortgage Refinance
With mortgage interest rates at or near record lows, mortgage refinancing is receiving a particular amount of attention... and for good...

Treavor Dodsworth CFP®, CPA, CKA®


#45 - Money Compass
Jesus said in Matthew 6, “For where your treasure is, there your heart will be also.” I believe we can use money to lead our heart-...

Treavor Dodsworth CFP®, CPA, CKA®


#44 - Anchoring to the High
The intersection of finance and psychology is fascinating. Being aware of our own biases can significantly improve financial decision...

Treavor Dodsworth CFP®, CPA, CKA®


#43 - Intentional Spending
Money isn’t meant to just sit in a financial account indefinitely. It is a tool to reach an intentional goal. In my job, I am constantly...

Treavor Dodsworth CFP®, CPA, CKA®


#42 - Home Budget
One of the first tasks many prospective home buyers do is getting prequalified for a mortgage. This essentially entails giving a lender...

Treavor Dodsworth CFP®, CPA, CKA®


#41 - Today Smile
Last year, I read a book by Tim Sanders titled “Today We Are Rich.” This past weekend there were a couple of times this title popped into...

Treavor Dodsworth CFP®, CPA, CKA®


#40 - What Changed?
Last week I participated in a call presented by Rob West (Kingdom Advisors) and Paul Anthes (R3 Coaching). Among other topics, they...

Treavor Dodsworth CFP®, CPA, CKA®


#39 - Pre-Tax vs. Roth
Would I rather invest on a pre-tax basis or invest in a Roth? It is one of the great debates of personal finance. Today I wanted to bring...

Treavor Dodsworth CFP®, CPA, CKA®


#38 - Practice Today
During my senior year in college, I had the opportunity to give a quick word of advice to the student body during one of the chapels. The...

Treavor Dodsworth CFP®, CPA, CKA®


#37 - Historical Market Downturns
Sometimes it feels like the media is flipping a coin to determine if they share a doomsday article or an article touting the next...

Treavor Dodsworth CFP®, CPA, CKA®


#36 - Mortgage Made Simple
Many industries have their own specific terminology. It can honestly sound like a foreign language to those not working in that...

Treavor Dodsworth CFP®, CPA, CKA®
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