Tim Kirch CFP® - Nashville Financial Planning
Tim Kirch CFP® - Nashville Financial Planning

Tim Kirch CFP® - Nashville Financial Planning

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Service type

Responds in about 49 min


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Introduction
Even from a young age I have been passionate about personal finance. Throughout high school I learned as much as I could on the topic. Straight out of college, I stepped into financial advising, where my commitment to transforming clients' lives through improved financial well-being first began. I have always been interested in the Financial Independence Retire Early (FIRE) movement, but midway through my career, I realized that I truly enjoy working. More specifically, I enjoy helping others work towards achieving their financial and life goals. It is the success stories of my clients– retiring early, building a dream boat, starting a business, buying a home, or taking a dream vacation– that drive me. In August 2023, after 15 years with larger firms (Fidelity and Schwab), I made the decision to venture out independently and found my own practice to address two major industry challenges: high fees and the neglect of ongoing clients. With my fee-only model and intimate client base, I have the flexibility to work closely with clients offering unbiased guidance in areas of their financial lives where they need it most. I serve a diverse range of clients, from young professionals to retirees and everyone in between. Whether you’re growing your family, navigating divorce, coping with loss, exploring when to retire, or any other life journey, my primary goal is to ensure that you understand the what and the why of your financial plans. I want you to be fully engaged in this process and informed every step of the way. I welcome and encourage questions, fostering a collaborative and transparent relationship. My aim is to assist all my clients in achieving their financial and life goals by creating customized solutions that align with their unique situations. Just as I am dedicated to advising my clients, I'm equally dedicated as a husband, and father to my two children. I’m a wine enthusiast, enjoy traveling and you can often find me spending quality time at the lake with my family.
Overview

Hired 1 time

Serves Franklin, TN

Background checked

License verified

1 employee

2 years in business

Business hours

SunClosedMon9:00 am - 3:00 pm

Payment methods

This pro accepts payments via Check and Credit card.

Reviews
5.0

1 review

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pro avatar
Past Customer
Aug 16, 2024
·

From Google

From Google

I hired Tim to help me with some financial planning this year. I had previously been working with someone I was not happy with, so I was looking to switch to someone new, yet afraid I would have another bad experience. That's why, before I hired Tim, I interviewed around 15 financial advisors that were either referred to me or that I found through Google. I chose Tim because he was down to earth, humble, easy to talk to, understanding, highly informed, experienced and knowledgeable, and a great listener. I did not know Tim nor did I know anyone who had worked with him, yet I chose to hire Tim because he made that great of an impression over a handful of conversations. I'm so glad too, because I was not disappointed. The entire experience from start to finish was worthy of five stars. I would highly recommend Tim to anyone. I highly recommend Tim to you reading this. He went above and beyond and I look forward to continuing to work with him in the future.
Credentials
License

License Type: Investment Adviser Representative (TN)

License verified on 7/27/2024

Background Check

Timothy Kirch

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Tim Kirch CFP® - Nashville Financial Planning
Tim Kirch CFP® - Nashville Financial Planning
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Credential Details
License

License Holder: Timothy Kirch

License Type: Investment Adviser Representative (TN)

License number: #5396895

License verified on 7/27/2024

Valid through 7/27/2026

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Background Check

Timothy Kirch

Completed on 7/24/2024