Katie Lenz
CFP®
Timberchase Financial, LLC
Financial Planner
Katie Lenz
CFP®
Timberchase Financial, LLC
Financial Planner
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Katie Lenz, CFP®
Fee-Only Financial Planner Serving Families and Professionals
Katie Lenz is a Hoover, AL fee-only financial planner serving clients locally and across the country. Timberchase Financial, LLC provides comprehensive wealth management, including investment management, financial planning, tax mitigation, asset protection, and assistance with charitable giving to help people they work with to organize, grow, and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Katie Lenz is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Katie Lenz, CFP®, has a background in personal financial planning in the Pacific Northwest and Southeast Asia. She graduated from Western Washington University with a B.A. in Financial Economics, and, in 2010, achieved the CFP® designation. After her initial fee-only client and investment experience in Washington State, she enjoyed several exciting years living and working in Jakarta, Indonesia. Currently, she and her husband feel fortunate to be raising their family in sunny Bend, Oregon.
Timberchase Financial is a fee-only wealth management firm devoted to helping families gain control of their money so they can achieve their life goals. We typically work with families who have a net worth of $2 million to $30 million, proudly holding to a fiduciary standard since our founding in 2004.
We offer wealth management, including investment management, financial planning, tax mitigation, asset protection, and assistance with charitable giving. We use a consultative process with you, your other advisors, and our team of experts.
Our clients hold preservation of wealth as a top financial priority and want to minimize taxes, plan for the transfer of their wealth on their terms and make an impact on others through charitable giving. They want to educate and empower those they love to be wise stewards of their resources. We assist in these efforts, so that wealth can serve a greater purpose.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Katie Lenz is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Contact Katie Lenz
Office Locations:
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31 Inverness Center Parkway
Hoover, AL 35242
