Tim Woodward, CFP®, CDAA, MBA
Blending money & marriage for families
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Blend Wealth
Tim Woodward, CFP®, CDAA, MBA
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Advisor
Indianapolis, Indiana
Serving Clients Nationwide
Blending money & marriage for families
Areas of Focus
- Cryptocurrency
- Estate Planning
- Family and Money
- Investment Management
- Retirement Planning
- Taxes
About Me
Hi, I'm Tim Woodward. I am a number-cruncher to the core. I strongly believe that a data driven approach to wealth building is the key to helping people understand how even small decisions can significantly impact financial goals.I help simplify financial decision-making by letting the data do the talking and by applying my engineering brain to interpret numbers and translate what they’re saying into plain, simple, English. That way you can make an informed decision for your family.
I am a CERTIFIED FINANCIAL PLANNER™ and CERTIFIED DIGITAL ASSET ADVISOR™ professional and joined the industry following a successful “first” career in engineering. I believe in the value of wealth building for all families and the positive impact that good stewardship has on yourself, your marriage, your family and your community.
I have always had a passion for helping others, and now I'm fortunate to help blended families navigate these same complexities that we have experienced on our blended family journey.
I have a heart for God, for marriage, for families and blended families who desire great relationships combined with financial freedom. I love to spend time with my wife Alexis and our boys Conner & Christian. You will often find us outdoors exploring new parks, hiking, biking, camping or hanging out by the pool.
Professional Designations
- Certified Digital Asset Advisor (CDAA)
- CERTIFIED FINANCIAL PLANNER™ Professional
Affiliations
-
CFP Board
- Fee Only Network
- National Association of Personal Financial Advisors
- XY Planning Network
- Fee Only 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 live at the intersection of money and marriage. At Blend Wealth, we provide fee-only wealth planning for families; especially blended families.You deserve to feel confident in your future so that you can spend more time with your family doing things that fulfill you. We approach financial planning a little bit different than other financial advisors because we focus on your wealth, not just your investments.
True wealth is comprised of meaningful relationships in combination with financial freedom.
In other words, the financial means to do what you want in life, and great people around you to share your life with – is how we define wealth!
We take a collaborative approach to our process. We crunch the numbers, educate you and make recommendations for you and your family to consider.
No jargon. No pressure. Just a straightforward approach that prioritizes communication and helps you get from where you are, to where you want to be, both relationally and financially.
Education
University of Michigan - Master of Business Administration (MBA), Finance Purdue University - Bachelor of Science in Mechanical Engineering
Badges
Hobbies and Interests
- Beach
- Board Games
- Boating
- Camping
- Church
- Cycling
- Exercising
- Family
- Hiking
- Traveling
- Walking
- Working Out
Who We Serve
- Baby Boomers
- Blended Family
- Business Owners
- Corporate Executives
- Couples
- Crypto Investors
- Divorce
- Dual Income Family
- Gen X
- Gen Y / Millennials
- Intergenerational Families
- Living in Retirement
- Parents
- Single Women
- Widow
- Young Families
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