Alexis Woodward, CFP®, CKA®, CDAA

Wealth planning for Christian business owners.

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Blend Wealth Alexis Woodward, CFP®, CKA®, CDAA
Indianapolis, IN

Serving Clients Nationwide

Wealth planning for Christian business owners.

Areas of Focus

  • Education 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. It was in those meetings that I realized I could help others plan for a better financial life and make wise financial decisions.

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 helping business owners and families simplify and optimize their finances. 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 business, stability in our marriage and more freedom in all areas of our life.

Professional Designations

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

Affiliations

  • National Association of Personal Financial Advisors
  • XY Planning Network

Primary Location

12052 old stone drive indianapolis

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 are couplepreneurs helping business owners and families simplify and optimize their finances. Focused on Kingdom impact.

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
  • Crypto Investors
  • Dual Income Family
  • Intergenerational Families
  • Parents
  • Young Families

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for providing access to the benefits described here (including being featured on this profile page), subject to these terms. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.