
MEET THE TEAM:
With Objectivity, Hospitality, and Integrity, we provide financial advice to a wide group of clients individualized goals. Protect their assets, a growth plan for retirement, and maintain a desired lifestyle through their whole life.
LEARN MORE
Where Are YOU Headed?
Do you have a plan? If you’ve been putting it off until tomorrow, guess what? Tomorrow will never be today. When it comes to a financial, retirement, college savings plan or anything that relates to tomorrow and your money, we can help you structure some things so your plans don’t look so scary and unachievable. And tomorrow’s plan becomes today’s realized dreams.
CALL or EMAIL US TODAY
FOR A FREE ONE TO ONE CONSULTATION
(865) 357-7370 or email kim@sdp-planning.com

Collaborate With Our Team
We’ll get to know you; Your goals and dreams. We hear you. We will understand your needs and discover your values. With a combined total of over 70 years in financial planning, a diverse background and a wealth of life experiences, we have the tools and knowledge base to help you reach your goals.

Get It All Organized
You’ll know where you are, where everything is, and what it is worth. Using technology, you’ll get organized. Using our intellectual capital and experience you’ll know how everything impacts your big picture. Know where your money is at all times and what it’s doing to help you build your nest egg.

Move Forward With Confidence
With a complete picture of “you” you’ll experience a deep satisfaction with more timely accomplishment of your goals. Our team will provide accountability to stick to your timeline and achieve the outcomes YOU want. All with a global view in mind.