Tim Woodward, CFP®, CKA®, CDAA, MBA

Wealth planning for Christian business owners.

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Blend Wealth Tim Woodward, CFP®, CKA®, CDAA, MBA
Indianapolis, IN

Serving Clients Nationwide

Wealth planning for Christian business owners.

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Areas of Focus

  • Cryptocurrency
  • Estate Planning
  • Family and Money
  • Investment Management
  • Retirement Planning
  • Taxes

About Me

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 and everyone around you.

I have always had a passion for helping others, and now I'm fortunate to help business owners navigate these same complexities that we have experienced on our entrepreneurial journey.

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
  • Certified Kingdom Advisor (CKA)

Affiliations

  • CFP Board
  • Fee Only Network
  • 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

At Blend Wealth, we provide commission-free wealth planning for Christian business owners. You deserve to feel confident in your finances so that you can spend more time doing things that fulfill you.

We take a collaborative approach to our process. We crunch the numbers, educate you and make recommendations for you 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 in your finances.

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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