Plimsoll Financial Planning
Founder and Financial Planner
Fee-Only financial planner located in Birmingham, AL, focused on helping early-to-mid career physicians build their financial future.
Tyler Reeves is a CERTFIED FINANCIAL PLANNER™ and the founder of Plimsoll Financial Planning, a fee-only, fiduciary firm in Birmingham, AL. His focus is helping early-to-mid career physicians build financial plans that align their money and values. As a fee-only, fiduciary, and independent financial advisor, Tyler Reeves is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice. Plimsoll Financial Planning is physician focused, charges a flat fee, and takes a modern approach to client meetings using collaborative software. Client meetings can also take place locally in the Birmingham area.
Hey there. I’m Tyler Reeves. I’m the founder of Plimsoll Financial Planning, a practice dedicated to helping early-to-mid career physicians build financial plans they feel good about.
Starting a career in medicine is hard. A late start to higher earnings, overwhelming student loans, complicated employment structures, and lifestyle creep are all challenging enough on their own. Put them together and it’s a recipe for stress.
At Plimsoll, I guide clients through these transitions, making sure they avoid costly mistakes and are in position to take advantage of every financial opportunity. My goal is to provide a place for clients to air ideas, walk through what-if scenarios, and get outside perspective on financial decisions.
If you’d like a thinking partner for your money conversations, please schedule an introductory call at plimsollfp.com/meet to see if we’re a good fit.
Tyler Reeves is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Tyler Reeves is a financial planner who helps early-to-mid career physicians plan for what’s to come.
Plimsoll specializes in helping physicians.
As a physician, you face unique financial challenges. A late start to higher earnings, massive student loans, complicated employment structures, and lifestyle creep are a few of the situations I can help you navigate.
Plimsoll charges a flat fee.
Knowing how much you pay for a service makes good financial sense, right? I charge a flat, all-in fee that’s transparent and reduces conflicts of interest. You’ll know exactly how you pay and it’ll be built right into your monthly cash flow.
Meeting with your financial planner doesn’t need to be hard.
Plimsoll was setup as a virtual firm before COVID made it necessary. Most client meetings take place online and we’ll use collaborative software to keep your financial plan moving forward.
I’m a CERTIFIED FINANCIAL PLANNER™.
This shouldn’t be a difference-maker, but unfortunately it still is. The term “financial planner” is unregulated, so how can you know who is qualified to help you make financial decisions? The CFP® designation helps ensure that the planner is competent and committed to a Code of Ethics.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Investment Management
- College Education Planning
- Tax Planning
- Student Loan Advising
- Cash Flow and Budgeting
- Growing Families
- Medical Professionals
- Virtual Meetings
- In-Person Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Tyler Reeves is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Tyler Reeves is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® 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.
Tyler Reeves is a Member of the XY Planning Network
The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
Contact Tyler Reeves
Birmingham, AL 35226