Helping young physicians and dentists find financial peace in their busy lives.

We’re a fee-only firm providing comprehensive financial planning and personal finance advice.

Helping young physicians and dentists find financial peace in their busy lives.

We’re a fee-only firm providing comprehensive financial planning and personal finance advice.

OUR SERVICES

Financial Planning

This is our primary service and reason for being in business…
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Investment Management

Find a strategy and monitor how it is performing…
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Student Loan Advising

We focus on giving you good advice and steering you in the right direction…
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%

Physicians under age 40 don’t have an estate plan

(Source)

%

Young physicians consider themselves very knowledgeable about personal financial issues

(Source)

Average Dollar Amount of Student Loan Debt for the US Medical School Class of 2015 Graduates

(Source)

ABOUT US

Daniel Wrenne

Located in Lexington, Kentucky, Wrenne Financial Planning is a fee-only firm providing comprehensive financial planning and personal finance advice to our clients along with necessary accountability, encouragement, and education along the way. Think of us as your financial trainer, consultant, and coach. We have a combined 21 years of experience providing financial advice professionally to physicians and other professionals.

  • Our pricing is transparent
  • We don’t sell products for commission
  • Our clients’ interests always come first
  • We specialize in working with doctors

STRAIGHTFORWARD PRICING

FAQ

Do you sell products?

No. We will provide advice on purchasing products and managing them appropriately however we will not be financially involved in those sales transactions in an effort to reduce conflicts of interest for our clients.

How are you compensated?

As a fee-only firm, all of our revenue comes directly from clients. We don’t receive any commissions, referral fees, or other incentive compensation from third parties. This reduces conflicts of interest and provides maximum transparency.

What is your typical process?

We utilize the CFP® Board’s financial planning practice standards. Click here for more information.

Who is your typical client?

Many of our clients are physicians and business owners that are in their accumulation stage of life, meaning they are still working and looking for guidance as they save for the future.

How do I determine a financial advisor’s competency?

Look for specific designations that apply to the services you desire. The CFP® is the most rigorous and highly regarded financial planning designation. Look for experience and make sure they are providing customized advice.

Do you work virtually?

Yes, we can work with people anywhere if they are comfortable working virtually.

What is the cost for me?

Our initial 30 minute consult is completely free. After that, it will depend on your circumstances and needs, and we will cover this in an initial consult meeting. For more information on our rates, click here.

How do I know I can trust your firm?

Trust is earned over time. We begin building the foundation early on with total transparency. Talk with us, ask tough questions, talk with our references and see where it goes. Trust is difficult but necessary in our business.

I am ready to have a conversation. How do we start?

Schedule an introductory conversation here using our online scheduler.

FROM THE BLOG

Mega-Deduct and Convert: Save Thousands On Roth IRA Contributions

This article from the Finance Buff explains a great way to save hundreds on Roth IRA contributions. But I wanted to expand upon this idea and highlight an even bigger way to save using a similar strategy. Thanks to changes in tax law, the “deduct and convert” strategy...

PSLF Lawsuits and Why You Can’t Rely On Servicers for Good Student Loan Advice

As borrowers begin to apply for public service loan forgiveness, many are finding that they were never eligible, despite previously being approved by their loan servicers. As a result, many are filing suit against the Department of Education, as well as servicers like Navient who previously informed borrowers that they were approved.

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© Wrenne Financial Planning | Crafted by Harris & Ward

Wrenne Financial Planning LLC (“WFP”) is a registered investment adviser offering advisory services in the State of KY, TX, TN and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by WFP in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of WFP, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.