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

4 Times You Should Not Refinance Student Loans

July 18, 2018

For many physicians, refinancing your student loans can seem like a no-brainer. If you aren’t going for PSLF, and can afford the payments, it makes sense to take advantage of the lower rates offered by refinance companies, rather than continue to let interest accrue at the expensive federal rates which can, in many cases, exceed 7%. However, the decision to refinance is not always this simple

The post 4 Times You Should Not Refinance Student Loans appeared first on Wrenne Financial Planning.

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The Physician’s Complete Guide to Medical School Loans

July 4, 2018

Student loans have become a big deal! 37 million Americans collectively owe over 1 TRILLION dollars in student loans – and yet nobody seems to fully understand them.

The post The Physician’s Complete Guide to Medical School Loans appeared first on Wrenne Financial Planning.

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5 Physician Mortgage Loan Downsides You’ve Not Considered

April 9, 2018

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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Ideal Clients

  • Generation Y
  • Medical Professionals
  • Physicians

Ways Advisor Charges

  • Monthly Fee
  • Hourly
  • Assets Under Management

Fee Options

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

SEC Records

States Registered

  • Kentucky

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