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Our Comprehensive Process

Building your legacy begins right here, with SageSpring Wealth Partners’ 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

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© 2024 SageSpring Wealth Partners. Brokerage services offered through Raymond James Financial Services, member FINRA/SIPC, for accounts custodied with Raymond James. Accounts may be custodied at either Raymond James or Fidelity. 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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Jeffrey T. Dobyns

CFP®, CLU, CHFC

President, SageSpring 

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Jeffrey T. Dobyns

President, SageSpring 

Beyond crunching numbers and investment strategies, at SageSpring, we’re about building relationships. When you encounter Founder & President of SageSpring, Jeff Dobyns, it’s easy to understand why this is at the very heart of who we are as a firm. You won’t find stuffy formalities with Jeff; instead, you can expect to find him sharing a warm smile, communicating a compelling vision, or patiently untangling life’s complex challenges with clients. He believes in truly getting to know clients, understanding their aspirations and priorities, and navigating their financial plans with a tailored, comprehensive approach. Our team members have often been caught taking notes on Jeff’s effortless relationship skills from a distance, and we admire them for striving to learn from one of the best. 

Jeff’s financial expertise and wisdom are the perfect match to his innate people skills. Jeff holds the prestigious CERTIFIED FINANCIAL PLANNERTM certification, Chartered Life Underwriter (CLU®), and Chartered Financial Consultant (ChLU®) designations, and has held executive positions with financial planning firms for more than two decades. 

His dedication extends beyond the office to the boardroom and the local community, where Jeff is passionate about giving back. He serves as Chairman of the Board of Men of Valor, a prison ministry and mentoring program. Jeff also serves on the board of Send Musicians to Prison, which shares hope, healing and restoration with the imprisoned through musicians & artists. Jeff actively supports other initiatives in the community by sitting on the board of The Signatry of Middle Tennessee and the Halftime Institute of Nashville. 

Witnessing his four children, Gracyn, Hunter, Tanner, and Logan, excel on the field is almost just as rewarding, if not more, than celebrating the victories of seeing his clients overcome obstacles and build wealth. Spending weekends boating on the lake, hiking mountain trails, and fishing with his family are the moments Jeff cherishes most. It’s this grounded perspective that reveals the true meaning of wealth for Jeff: not just numbers on a page, but the freedom to create experiences that enrich your life and the lives of those you love. When you choose the Dobyns McMillin Wealth Team, you choose more than financial expertise. You choose a partner who champions your dreams, celebrates your victories, and walks besides you on the path to achieving your unique goals.

**Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER TM, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.