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Wrenne Financial

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  • Case studies
    • Meet the Vamadevans – In Practice
    • Meet the Maxwells
      – In Training
    • Meet the Schmitts
      – In Transition
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Our Services

Find balance with a comprehensive plan

Let Us Handle the Details

Solidify a financial plan that keeps you in control
without having to manage all of the specifics

Financial planning is time consuming, stressful, and overwhelming to do on your own. We’ll handle the heavy lifting so you can focus on the things that matter most.

Jen Quire: Financial Planner, Owner

We Know How to Help

Our needs, desires, and goals shift as we move through each life stage. We’re here to help you
navigate differing challenges and reach your goals with a simple, effective plan.

In Training

Do you think about
any of the following:
  • Do I need a budget?
  • How can I overcome my student debt?
  • How will my finances change when I transition into practice?
  • What should I be prioritizing right now?

Schedule a call to see how we can help

See what our solution looks
like for clients like this

In Transition

Do you think about
any of the following:
  • Do I have the money to buy a home?
  • How do I manage this income and increased responsibility?
  • How can I talk about money with my spouse?
  • What do I need to do financially as I start a family?

Schedule a call to see how we can help

See what our solution looks
like for clients like this

In Practice

Do you think about
any of the following:
  • Am I in line with my coworkers' finances?
  • Do I have enough money saved to retire when I want to?
  • How do I position my finances to reduce my risk of burnout?
  • Can I pay for my children's college?

Schedule a call to see how we can help

See what our solution looks
like for clients like this

Our Transparent
Pricing Model

Know exactly what fees to expect with us

We use a flat-fee model in order to maximize transparency with our clients. No hidden fees, kickbacks, or commissions.

  • Start the process with a one-time setup fee of $1,500
  • Determine your monthly fee based on your individual circumstances
  • Receive generous discounts as a physician in training
Generous discounts available for in-training medical professionals

Let’s Overcome Your Financial Obstacles — Together

Once we understand your situation and challenges, our team will collaborate
to create a solution that works for you, both personally and professionally.

  • Budgeting for home upgrades which considers other competing values and priorities
  • Strategic student loan planning to maximize forgiveness or minimize interest
  • Contingency planning for disability, death, burnout (or other unforeseen events) with steps to address gaps
  • Tax planning designed to maximize tax shelters and avoid surprises
  • Investment management designed to put you on track for goals — without the heavy lifting
  • Financial strategizing for combining finances and improving communication around money

Stop Stressing About Your Finances

We’re here to help you find the balance your life deserves,
and the first step is creating your financial plan

Being a great physician can take it out of you. At the end of the day, you may find there
isn’t much left in the tank. We get it… financial planning is easy to put off. We can help
guide your planning so you can stop stressing about money and focus more on the areas
of your life that matter most.

Schedule a call to see how we can help

Understand Which
Decisions are Best for
You and Your Goals

We want to help guide you down the right path,
which is why we offer educational resources
tailored specifically for medical professionals.

Visit our education library

Check out our library covering everything finance for
physicians

Start reading now

Reach out to us

admin@wrennefinancial.com

859-538-6044

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3399 Tates Creek Rd Suite 115
Lexington, KY 40502

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Wrenne Financial Planning LLC (“WFP”) is a registered investment adviser with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. 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.