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

She helps you WIN in your finances.

She co-founded Blend Wealth, a wealth management and accounting firm designed to simplify and optimize your entire financial life through a blend of top notch financial services.

Here’s her background…

Alexis is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and Certified Kingdom Advisor (CKA®). She has been featured on Market Watch, MSN, XO Marriage and other major media for her expertise in building wealth.

She graduated from Indiana University’s Kelley School of Business and majored in Finance. After graduation, she worked for a wealth management firm where she managed and traded the firm’s portfolio of over $500 million in assets for over 200 clients!

Blend Wealth was born one Sunday morning when she heard a message from her Pastor at church about a Christian’s role in the workforce and the importance of operating with a standard of excellence. It was then when she had her “aha!” moment, and the idea of Blend Wealth was formed. Her vision came to life when her amazing husband, Tim, was excited (after some persuading and number crunching) to dive into the entrepreneurship journey alongside her.

Alexis absolutely loves what she does because the goal of stewarding wealth is not just to invest more, save more or have the best tax strategy. She’s passionate about helping clients think about what success really means to them and determine what things they can do today to enjoy their life now and in the future. She loves helping her clients’ dreams come true.

She is grateful to do life and business with Tim. She also enjoys spending quality time with their kids, Conner and Christian, serving in her church, being active outdoors and making sourdough bread.

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! We start with an introductory meeting to learn more about you and your situation. Then, we'll share information about our firm and how we can best serve you. This meeting provides clarity to determine if our wealth management services align with your needs.

Offers Investment Management

Yes

About our Firm

Blend Wealth is an independent, fee-only wealth management and accounting firm designed to simplify and optimize your entire financial life. They focus on helping people nearing or in retirement, high-earning families and business owners.

Too often families and business owners struggle to properly navigate their financial complexities, which leaves most overwhelmed and under-prepared. In fact, most people don’t have a plan to build, protect and transfer wealth. And most business owners struggle to find a proactive, single point of contact for accounting, payroll and tax services that allows them to make business decisions with confidence.

Blend Wealth is a one-stop-shop that’s here to change that. While the financial services industry can be confusing and filled with firms that are interested in product sales or focused primarily on investments, Blend Wealth takes a comprehensive approach to their process and serves as your household and/or business CFO.

They crunch the numbers, educate you and make recommendations for you to consider. No jargon. No pressure. Just a straightforward, client-focused approach that prioritizes communication and helps you make decisions with confidence and get you from where you are to where you want to be.

Wealth management services for retirees and high-earning families include: Cash flow planning, tax planning, tax preparation, retirement planning, investment management, estate planning, insurance planning, education planning and planned giving.

Services for business owners include: Bookkeeping, payroll, tax preparation, quarterly estimated payments, quarterly strategy meetings and retirement plans.

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 marketing services (including being featured on this profile page), subject to terms of use. 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.