Wrenne Financial Planning
We are a flat fee, comprehensive financial planning firm that works with 400+ early (including residents) and mid-career physicians and their families across the country. Our goal is to help you use your money as a tool to live a great life, on your own terms.
Let’s Overcome Your Financial Obstacles — Together
Once we understand your situation and challenges, our team will collaborate with you to create a comprehensive financial strategy that addresses your immediate needs and sets you up for long term financial success. Our approach will be customized to your values and needs and can include strategies to address:
- Investment management designed to put you on track for goals — without the heavy lifting
- How much and where to save to reach financial freedom – whether that means retiring or starting a new professional chapter
- Tax planning designed to minimize lifetime taxes and avoid surprises.
- Insurance coverage review
- Student loan review and planning to maximize forgiveness and tax savings
- Budgeting for a new home or home upgrades
- Estate planning needs
Pricing: Use our calculator to see your monthly fee. Fees are inclusive of comprehensive financial planning, investment management, and regular meetings with your CFP® accredited financial planner and their support team.
Use this link to schedule a no obligation video call with one of our CFP® accredited planners so we can learn more about you and to see if we’d be a good fit.
- Services: Financial planning, investment management, student loan management, tax strategizing
- Ideal Client: Early (including residents) and mid career physicians
- Listen to our podcast: Finance for Physicians
- Location: Lexington, KY
- Wrenne Financial Application, ADV2
- Website, [email protected], (859) 538-6044
Latest WCI Podcast Appearance:
Fee Structure:
One-time setup fee of $750 to $3,000 depending on circumstances
Use our fee calculator to determine your monthly flat fee