Treavor Dodsworth CFP®, CPA, CKA®
#15 - Active Thanks
Thursday is Thanksgiving. For many, that means you are trying to cram 5 days of work into 4 or 3 or 2. All while adding holiday...
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Treavor Dodsworth CFP®, CPA, CKA®
#14 - Tomorrow Can Wait
Recently, I had a client share some insightful wisdom. We were talking about Wesley (my relatively newborn son). He mentioned how easy it...
Treavor Dodsworth CFP®, CPA, CKA®
#13 - The "Why" Behind Financial Planning
My friend Scott is one of the wisest people I know. Every month, he hosts a Kingdom Advisors study group. A few different times at the...
Treavor Dodsworth CFP®, CPA, CKA®
#12 - Sunk Costs in Financial Decision Making
A sunk cost is a cost that has already been paid that is irrelevant to future decisions. Here is a personal scenario- I was deciding what...
Treavor Dodsworth CFP®, CPA, CKA®
#11 - Budgeting Savings
I have been pondering this concept recently of budgeting savings- and likely not in the way you think. I do believe setting a minimum...
Treavor Dodsworth CFP®, CPA, CKA®
#10 - 5 Uses of Money
The following concept was the main point that stuck with me after going through the CKA® training. It is practical and straightforward....
Treavor Dodsworth CFP®, CPA, CKA®
#9 - Journey To Something Great
For those of you who have started a business or ministry, I am sure you can attest this graphic is a perfect illustration of the...
Treavor Dodsworth CFP®, CPA, CKA®
#8 - Failing Forward
I wanted to highlight a concept I learned reading John Maxwell’s book Failing Forward. Failure is generally seen as something to be...
Treavor Dodsworth CFP®, CPA, CKA®
#7 - Travel Nurse Pay
Did you know you could be paid more to work less and travel the country? It sounds too good to be true. But for many travel nurses this...
Treavor Dodsworth CFP®, CPA, CKA®
#6 - A Great Investment
Isn’t it odd how what we find value in and focus on shifts with time. Typically, when our values shift we see the prior value as...
Treavor Dodsworth CFP®, CPA, CKA®
#5 - Pulling a Charlotte
My dog, Charlotte, is one of the quirkiest animals I have ever owned (please keep the “apple doesn’t fall far from the tree” comments to...
Treavor Dodsworth CFP®, CPA, CKA®
#4 - Do Robo Advisors Increase Our Need for Human Advisors?
Thanks to technology our ability to invest in the stock market is becoming easier and easier. You can literally choose today to purchase...
Treavor Dodsworth CFP®, CPA, CKA®
#3 - Hidden Meaning
My favorite logos are those that have a hidden story or meaning within the logo. Kory Pence, the individual who designed my logo, did an...
Treavor Dodsworth CFP®, CPA, CKA®
#2 - Filling Buckets
You know when you read a book and it just sticks with you. You repeatedly reference it over and over even years later. When I was in high...
By: Treavor Dodsworth
#1 - Is it Sycamore Financial or Sycomore Financial?
The most common question I am asked after telling people about the name of my business is- “Wait. Did you spell Sycomore wrong?” The name...
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