Wrenne Financial Planning

Wrenne Financial Planning is a fee-only financial planning firm based in Lexington KY. Our central focus is empowering clients to be their best financially and live better lives. Through our financial planning process we work to help clients feel in...

Wrenne Financial Planning is a fee-only financial planning firm based in Lexington KY. Our central focus is empowering clients to be their best financially and live better lives. Through our financial planning process we work to help clients feel informed, smart, important, secure and confident. At Wrenne Financial Planning, we take a lot of pride in how we are different! Here are a few examples: Transparency – It’s pretty simple. Our clients know exactly what they pay for our services and understand what they will receive in return. Financial Planning Focused – We will provide you with the best financial planning experience available. We don’t offer it as a free add or loss leader to get you in the door. Financial Planning is our passion and focus. Our tailored planning advice incorporates all aspects of your life and what’s important to you. Financial Coach – Mix together a personal trainer, consultant, and coach. Throw in financial planning expertise and that’s us in a nutshell. We proactively provide comprehensive financial planning and personal finance advice to our clients along with necessary accountability, encouragement, and education along the way. Handling Conflicts of Interest – In many firms, conflicts of interest are welcomed profit engines. At our firm, we work extremely hard to avoid them. As a fee only firm, we do not earn any commissions or referral fees from our clients or companies we deal with. While product sales dominate our industry, we don’t sell products. While conflict-free planning advice is hard to come by, we have built a firm that specializes in this. Clients First – Many financial services firms revolve around product placement; we revolve around our clients. Take a look around the industry and you will see financial advisors often have more clients than they can handle yet continue to take on more. We work to monitor our client-advisor ratio to assure we maintain quality control and remain very accessible to clients. Fun – Finances can be extremely fun when you understand the basics and begin to visualize and realize the impact financial planning can have on your life. Most advisors are sales reps working for the product maker; we are financial advisors working for you.