Treavor Dodsworth, CFP®, CPA Sycomore Financial, LLC
- 9677 West Constellation Dr, Pendleton, IN 46064
- (765) 335-6673
- https://www.SycomoreFinancial.com/
About Treavor Dodsworth CFP®, CPA, CKA®
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.
In my free time, I enjoy spending time with my wife and kids. I love playing board/card games, being outside, and going on the classic dinner/movie date with my wife. A girl in 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.
I work with clients both virtually and in person. I would love an opportunity to connect with you. Talk to you soon!
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Ideal Clients
- Christian Faith Based
- HENRY (High Earners, Not Rich Yet)
- Tax Planning
Ways Advisor Charges
- Monthly Fee
Fee Options
Pricing varies by services offered. Please contact the advisor directly for a full explanation of fee options.
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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.
