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.
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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. Now, over ten years later, I still love financial planning. 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.
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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
