Treavor Dodsworth (CFP®, CKA®, CPA®)

Treavor Dodsworth focuses in the
following client markets or areas of practice:

  • Cash Flow/Budgets/Credit Issues
  • Fixed Fee (Subscription, Retainer, etc.)
  • High Net Worth Client Needs
  • Investment Advice with 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. They become stuck in the mundane and do not realize until many years later that they never pursued what they are genuinely passionate about. Financial planning allows me to help individuals articulate their dreams and then start on a path to fulfill them.

On a personal side, I hope you will find that I am professional but relaxed and open enough to let others be themselves. In my free time, I enjoy playing games with family and friends or going on the classic dinner and movie date with my wife. I feel very blessed to have the family that I do. 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.

Talk to you soon!

NAPFA Start Date

May 24, 2017

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This Office

12933 Old Glory Dr Fishers, IN 46037-7189 Phone: (765) 335-6673