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Sycomore

Treavor Dodsworth

www.sycomorefinancial.com


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.

Ongoing financial planning, tax planning, and investment management through a fee-only subscription model from a competent and qualified advisor.

Tracking personal cash flow is one of the most important habits a client can establish. Tiller is an excellent tool for that purpose. Also, given the way it is set up it allows for easy customization and collaboration between a husband and wife or a client and their advisor.


tdodsworth@sycomorefinancial.com

(317) 572-5243

www.sycomorefinancial.com


The Tiller Financial Professionals Directory is a convenient starting point for Tiller customers to browse a range of financial professionals experienced with Tiller’s personal finance service.

Users can browse the directory to find financial advisors, accountants, and other financial professionals who are familiar with Tiller. It’s a resource to explore options and gather contact information for potential advisors.

Tiller does not endorse any particular advisor. This directory is provided for informational purposes only and is not an endorsement of skills or qualifications. Users should conduct their own research before engaging any advisor.

Professionals are listed based on a variety of factors, including industry presence and user suggestions. However, Tiller only conducts a minimal vetting process.

We strongly recommend conducting your own further research. Interview potential advisors, check their credentials, and consider their experience and client reviews.

Here is a post covering the differences in financial certifications.

Tiller is not liable for any outcomes resulting from services provided by professionals listed in the directory. Users are responsible for their choice of professional and any resulting agreements.

We do not currently publish reviews or ratings, but this will likely change in the future. For now we encourage you to send feedback about your experience with the directory and the advisors you contact by contacting our support team.

The directory is periodically updated to add or remove professionals and to ensure the information is current.

The directory is a free resource. Likewise, we do not charge financial professionals to be listed in the directory.

Professionals interested in being listed should read this post. You can also contact Tiller’s team through our support portal. Inclusion is subject to review and does not guarantee listing.

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"There isn’t another tool on the market that does what Tiller can do.”
Will Hinton, Google Review October 30, 2023