Tim Woodward
President at Blend Wealth | Fractional CFO, Financial Planning, Accounting & Tax
- Role
- President & CFO at Blend Wealth
- Location
- Indianapolis, IN, US
- LinkedIn followers
- 500 followers
About Tim Woodward
At Blend Wealth, we simplify and optimize the entire financial life of business owners and high-earning families. We’re an accounting and fee-only wealth management firm built to help: Business owners increase profit and reduce taxes Families grow, protect and transfer wealthOur mission is to help business owners and families reach both their business and personal goals by bringing clarity, strategy and proactive guidance to every area of their financial life.We integrate tax, accounting and wealth management into one coordinated system, so you’re not stuck managing multiple firms or playing financial quarterback. With Blend, you get a single point of contact backed by a team that sees the full picture and acts quickly.We work best with business owners earning $500K–$30M+ in revenue and families earning $200K+ annually who want a proactive, all-in-one financial partner.
Experience
President & CFO
Jan 2021 — Present · Indianapolis, IN, US
Education
University of Michigan
Master of Business Administration (MBA), Finance
Purdue University
Bachelor of Science, Mechanical Engineering
Indiana Wesleyan University
Certified Kingdom Advisor® (CKA®) Educational Program
College for Financial Planning
CERTIFIED FINANCIAL PLANNER™ (CFP®) Certification Professional Education Program
Skills
- Financial Advisory
- Roth Ira
- Insurance
- Finance
- Employee Benefits
- Process Improvement
- Social Security
- Portfolio Management
- Personal Tax Planning
- Investment Management
- Iras
- 401k Rollovers
- Financial Planners
- Insurance Planning
- Estate Planning
- Personal Financial Planning
- Cross-Functional Team Leadership
- Investment Advisory
- Retirement Planning
- Tax
- Budget Process
- Wealth Management
- Long Term Care Insurance
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