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Our Comprehensive Process

Building your legacy begins right here, with SageSpring’s distinct, holistic approach to financial advice. Our process begins with understanding you, your goals for the present, and your hopes for the future. Then, together, we carefully craft a plan that will guide you toward the life of wealth and financial independence that supports you and the ones you love.

Understand Our Process
Introduction

We want to use your time as wisely as possible, so we’ll schedule a phone call to get started. This is a chance for you to ask any questions you may have, and to learn more about what you can expect from us, so you can be sure we are a good fit for your needs.

Gathering Information

In order to best understand your current financial situation, we’ll collect all of your fiscal information and documentation. Having all the data we need in advance allows us to be well-prepared for the discovery meeting.

Discovery Meeting

Our highest priority is understanding your needs and your goals. During our discovery meeting, we carefully listen to your story, your hopes, and your long-term financial goals. Then we begin crafting a comprehensive plan specifically designed for you.

Your Custom-Made Wealth Plan

Our financial plans are specifically designed just for you and the life you desire to build. Once our skilled and experienced advisors craft a wealth plan that meets all your needs, we’ll connect with you to share and explain our guidance and recommendations. After reviewing your detailed file together, we create space to hear your feedback and answer any additional questions you may have.

Implementation

Once you have approved your customized wealth plan, we get to work putting your wealth plan into action, from your investments, retirement preparation, tax and estate planning, charitable giving, and everything else. We’ll make sure you stay informed by setting up meetings for every new step, then afterwards as often as you’d like.

Continuing Stewardship

We are committed to your journey toward financial independence, which means we will provide consistent and ongoing supervision of your finances. We’ll stay informed of market changes, and we’ll keep in touch with you through regular check-ins so you are always aware of your financial health.

Building a life of wealth begins with a simple introduction.

The first step on your journey toward a life of wealth and purpose begins today. Get in touch with us to request an advisor, or let us connect you with the financial advisor who is just right for your needs.

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Our Services

Disclosure Information

© 2023 SageSpring Wealth Partners. Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC. Privacy Notice: Investment advisory services offered through SageSpring Wealth Partners., an independent registered investment adviser. SageSpring Wealth Partners or dba teams are not registered broker dealers and are independent of Raymond James Financial Services. Representatives may not register to offer securities and advisory services in all states.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

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© 2023 |  Associated with Raymond James  |  Client Summary

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Jeffrey Dobyns
Jeffrey T. Dobyns

CFP®, CLU, CHFC

President, SageSpring | Financial Advisor, RJFS 
615-861-6102

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Jeffrey T. Dobyns

President, SageSpring | Financial Advisor, RJFS

Jeff Dobyns is President and Founder of SageSpring Wealth Partners. Passionate about serving his clients, he strives to truly get to know them, understand their goals, and provide them with financial confidence before developing and executing ongoing, strategic financial plans. 

In order to meet the highest standards of professionalism and ethics in the industry, Jeff is a CERTIFIED FINANCIAL PLANNER™ professional, a Chartered Life Underwriter, a Chartered Financial Consultant, and a participant of the Dave Ramsey SmartVestor referral service program.

Jeff has held executive positions with financial planning firms for more than two decades. He served as VP of Investments of Lykins Financial Group CPAs before founding SageSpring in 2002. Jeff has been recognized for his unwavering commitment to his clients, and as a leader among Raymond James financial advisors, earning membership in Raymond James Chairman’s Council every year since 2008.

Jeff devotes considerable time and resources to a number of causes. He serves as Chairman of the Board of Men of Valor, a prison ministry and mentoring program. He is on the advisory board of The Signatry of Middle Tennessee, which works with families to increase their charitable giving to their favorite causes, as well as the advisory board for Halftime Institute of Nashville, an organization that coaches marketplace leaders to discern and engage in their life purpose. Jeff also serves on the board of Send Musicians to Prison, which shares hope, healing and restoration with the imprisoned through musicians & artists. He is a past board member of Porter’s Call, a Nashville charity that provides free counseling for musicians and their families, and the Martha O’Bryan Center, which empowers those in poverty to transform their lives through work, education, employment, and fellowship.

Jeff and his wife, Amy, are grateful to be raising their four children, Gracyn, Hunter, and twins Tanner and Logan at Christ Presbyterian Academy. Jeff enjoys being outdoors with his family- boating, hiking, skiing, hunting and fishing.

Ramsey Solution’s relationship and agreement is between SageSpring Wealth Partners only. Raymond James Financial Services, Inc. is not affiliated with the solicitor arrangement between Ramsey Solutions and SageSpring Wealth Partners.

Membership is based on prior fiscal year production. Re-qualification is required annually.  The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of an advisor’s future performance. No fee is paid in exchange for this award/rating.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.