Treavor Dodsworth (CFP®, CKA®, CPA)
Treavor Dodsworth focuses in the
following client markets or areas of practice:
- Fixed Fee (Subscription, Retainer, etc.)
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Investment Advice without Ongoing Management
- Millennials
- Tax Planning
- Fixed Fee (Subscription, Retainer, etc.)
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Investment Advice without Ongoing Management
- Millennials
- Tax Planning
Planning Specialties
I became set on doing financial planning during my years at Olivet Nazarene University. 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. Through the financial planning process, 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 two kids. I love playing board/card games, being outside, or 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.
Talk to you soon!
NAPFA Start Date
May 24, 2017
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