Tim Woodward (CFP®)

Tim Woodward focuses in the
following client markets or areas of practice:

AUM

Baby Boomers

Business Owners

Charitable Giving

College/Education Planning

Corporate Executives

Planning Specialties

While Tim can partner with families and individuals at all stages of their financial journey, he makes the most impact working with those in or near retirement, business owners and high-income families. He thrives in complexity. Your work together will result in: -Organization and clarity about your entire financial life (finances, accounting & taxes) -Accountability -Implementation of a professionally management investment strategy -Peace of mind & more time -The ability to live generously & leave a legacy

Additional Information

Tim is a CERTIFIED FINANCIAL PLANNER™ (CFP®), Certified Kingdom Advisor (CKA®) and a number-cruncher to the core. He joined the industry after a successful first career in engineering at Ford Motor Company and Toyota Industries. He fell in love with personal finance during his MBA coursework at the University of Michigan. The transition to the wealth management industry appealed to him because he could crunch numbers and solve analytical challenges for people instead of parts. Tim’s dedication to his clients and ability to deliver results was quickly noticed as he became Partner of a wealth management firm that served 150 households and managed over $250 million in assets in just 3 years! After a decade of serving clients, Tim felt called to launch his own firm alongside his wife, Alexis, where they could provide a more high-touch, full-service offering. Together they have built a virtual family office that serves clients all over the country. Tim firmly believes that each person is on their own financial journey, and he is dedicated to helping them navigate the complexities of their finances to reach their goals. He is passionate about analyzing numbers and translating data into simple, plain English so that you can confidently make decisions. Tim loves spending time with Alexis and their sons Conner and Christian, CrossFit, and being outdoors. Ready to take control of your finances? Contact Tim at tim@blendwealth.com or visit www.blendwealth.com to schedule a free call.