Our Services
Comprehensive financial planning
designed for physicians
What We Offer
Our team’s expertise encompasses a wide range of financial areas. Depending on where you are on your financial journey,
your personalized financial plan may include some, or all of the areas below.
Financial Assessment
Financial Independence (Retirement) Planning
Investment Management
Budget and Cash Flow Planning
Education Funding
Student Loan Review
Tax Planning
Estate Planning
Employee Benefits
Insurance Review
Charitable Giving
Advice When Life Happens
Case Studies
See how we've helped physicians take control of their finances
IN PRACTICE
See how we helped the Vamadevans
IN TRAINING
See how we helped the Maxwells
IN TRANSITION
See how we helped the Schmitts
Schedule an Introductory
Call with Our Team
Curious to see if we are a good fit? Schedule a meeting
today with one of our CFP® professionals.
Doctors, do you know your financial vitals?
Reach out to us
996 E New Circle Rd, Unit #270
Lexington, KY 40505
Enroll in our vitals check series to begin uncovering what yours are today.
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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.