NAME:
Treavor Dodsworth
FIRM:
Sycomore Financial
CERTIFICATIONS & PRACTICE TYPES
Certified Financial Planner (CFP), Registered Investment Advisor (RIA), Certified Public Accountant (CPA)
PRACTICE OVERVIEW
Ongoing financial planning, tax planning, and investment management through a fee-only subscription model from a competent and qualified advisor.
ABOUT THIS PRACTICE
I became set on doing financial planning while studying at Olivet Nazarene University. Financial planning gives me an opportunity 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. Financial planning allows me to help individuals articulate their dreams and then start on a path to fulfill them.
HOW THIS PRACTICE SUPPORTS TILLER CUSTOMERS
Tracking personal cash flow is one of the most important habits a client can establish. Tiller is an excellent tool for that purpose. Also, given the way it is set up it allows for easy customization and collaboration between a husband and wife or a client and their advisor.
CONTACT
Email: tdodsworth@sycomorefinancial.com
Phone: 3175725243
