Hey there. I’m Tyler, founder of Plimsoll.
As a CERTIFIED FINANCIAL PLANNER™, I provide comprehensive financial planning to medical professionals in the early stages of their careers.
Throughout the past decade, I’ve been fortunate to help a lot of people build financial plans giving them confidence and clarity around their money. I’ve learned a lot along the way. Every client and every plan have in some way shaped the financial planner that I am today.
Here are a few of the guiding principles that I’ve picked up over the years.
- Plans are useless. Planning is invaluable. Everything in your financial plan is based on guesswork. Look back in 20 years and you’ll find that all those guesses were wrong. The key, though, is to keep planning, keep iterating, and keep updating. At Plimsoll, I put the focus on the process of planning, not the plan itself.
- Always write in pencil. Adaptability is a superpower. Life changes all the time. And with it, our needs, wants, beliefs, and opinions change. It’s perfectly okay, and even expected, that we will erase and rewrite your plan several times.
- Quick to listen, slow to speak. We’re building your financial plan, not mine. And the expert on you is you, not me. Because of this, I’ve learned to stop talking and listen, truly listen, to your story and all the things you want to get out of life. In a world of everyone talking over everyone else, I’ve found this to be both hard and completely worth it.
- No two plans are the same. I don’t believe in cookie-cutter plans. I’ve seen too many clients with similar situations on paper have far different goals and beliefs around money. That’s why every financial plan starts off as a blank slate.
My wife, Laura, and I live in Birmingham, Alabama where we’re raising our two kids, Ezra and Lucia. We also have two cats, a dog, and no remaining square footage. We enjoy taking on small house projects, trying to make the perfect cup of coffee, and being outside as much as possible.