Daniel Wrenne, CFP®, ChFC® Wrenne Financial Planning, LLC

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About Daniel Wrenne, CFP®, ChFC®

Daniel Wrenne, CFP® is a financial planner at Wrenne Financial Planning LLC. His passion is empowering others to be their best financially and live better lives. He is working to build a planning firm quite different than others. Wrenne Financial Planning’s mission is to help clients feel smart, important, informed, secure, & confident.

 

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Recently Published

How Much Should Physicians Spend on Their Home To Avoid Becoming House Poor?

July 20, 2022

The post How Much Should Physicians Spend on Their Home To Avoid Becoming House Poor? appeared first on Wrenne Financial Planning.

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5 Physician Mortgage Loan Downsides You’ve Not Considered

July 15, 2022

Physician mortgage loans tend to get sold as the best deal. They're positioned as a no-lose product that you'd be crazy to pass on; all the benefits of traditional mortgages but without the big down payment and at no extra cost. Add in the special provisions designed specifically for physicians and you’ve got the swiss army knife of mortgage loans. Sound too good to be true?

The post 5 Physician Mortgage Loan Downsides You’ve Not Considered appeared first on Wrenne Financial Planning.

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The Complete Guide To Physician Mortgage Loans

July 7, 2022

The post The Complete Guide To Physician Mortgage Loans appeared first on Wrenne Financial Planning.

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Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

Ideal Clients

  • Gen Y/Millennials
  • Medical Professionals

Ways Advisor Charges

  • Monthly Fee
  • Hourly
  • Assets Under Management

Fee Options

  • Monthly: $100+/mo
  • Hourly: $200+/hr
  • AUM: 1%

SEC Records

Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

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