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Alexis Woodward, CFP®, CDAA

Wealth planning for blended families.

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Blend Wealth Alexis Woodward, CFP®, CDAA
Indianapolis, Indiana

Serving Clients Nationwide

Wealth planning for blended families.

Areas of Focus

  • College Funding
  • Financial Life Planning
  • Insurance
  • Investment Management
  • Taxes

About Me

Hi. I'm Alexis Woodward. As a kid, I loved the idea of saving towards a goal. Before I was old enough to have a job, I was running around my neighborhood trying to see how many lawns I could mow, which was pretty unusual for a girl in middle school.

I have always had a passion for Finance and Entrepreneurship, from mowing lawns to later begging my grandma to let me attend her financial planning meetings with her advisor. So if someone would have told the younger version of me that I would eventually be a financial planner, I wouldn't have been surprised. Now if someone had said that I was going to marry a man with 2 kids, I would have definitely looked at them like they were crazy!

Fast forward to today, I am a CERTIFIED FINANCIAL PLANNER™, wife to my very best friend, stepmom, Believer and Co-Founder of Blend Wealth. I have a strong passion for marriage and a heart for blended families. I love being a family that serves families. We make a great team as Tim loves to crunch the numbers and I love to dig deep into the relational and emotional side of money.

Tim and I are fortunate enough to understand the benefits of having our financial life in order, and we want to help others do the same! Diving deep into our financial situation has brought more organization in our lives, stability in our marriage and more freedom in all areas of our life.

Professional Designations

  • Certified Digital Asset Advisor (CDAA)
  • CERTIFIED FINANCIAL PLANNER™ Professional

Affiliations

  • National Association of Personal Financial Advisors
  • XY Planning Network

Location

12052, Old Stone Drive, Indianapolis, Indiana, 46236

Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Fee Only
  • Percentage of Assets Managed
  • Subscription

What to expect in the first meeting

Click the 'Book Intro Call' button above to schedule a free introductory call. We want to get to know you, like really know you. We start with an introductory meeting to learn more about you and your family and then we'll share information about our firm and mutually define expectations. This meeting provides clarity to determine if our wealth management services align with your needs.

Offers Investment Management

Yes

About our Firm

We created Blend Wealth to help people get from where they are to where they want to be while navigating the additional complexities that come with blended family life.

We are passionate about helping people align their money with their values.

Our mission is bigger than helping you reach your financial goals.

‍Our mission is to provide meaningful wealth planning to families and ultimately help you make your marriage your BEST and LAST marriage.

Education

Indiana University - Bachelor of Science in Business, Major in Finance

Badges

Languages

  • English

Hobbies and Interests

  • Camping
  • Church
  • Cycling
  • Family
  • Hiking
  • Swimming

Who We Serve

  • Blended Family
  • Couples
  • Dual Income Family
  • Intergenerational Families
  • Parents
  • Young Families