About me

Hey there. I’m Tyler, founder of Plimsoll.

As a CERTIFIED FINANCIAL PLANNER™, I help busy families navigate the increasing complexity in their financial lives. 

Over the past 15 years, I’ve been lucky enough to help a lot of smart people build their financial plans. Seeing that transformation of something that was into something that’s better, cleaner, simpler is magical. It’s easily my favorite part of the job. Each one of those experiences, getting to design a new future for a client, has shaped me as a financial planner.

Here are a few of the guiding principles that I’ve picked up over the years.

  1. Plans are useless, unless you keep planning. 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. 
  2. 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. 
  3. 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. 
  4. 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.

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The name

The year was 1873.
411 British ships vanish.
None had rough sea conditions.

In an act of atrocious greed, wealthy ship owners were overloading, thus sinking their own ships just to collect insurance money. Worth more at the bottom of the ocean than on the other side, these vessels eventually became known as coffin ships” as they killed thousands of seamen each year.

Enter Samuel Plimsoll. This courageous, forward-thinking British politician fought for sweeping regulation that would require a maximum load line to clearly indicate the tipping point of all ships.

Simply referred to as the Plimsoll Line,” this marking gives a clear, unmistakable measure of how much a ship can carry and stay afloat.

Learn about the services I offer, how much they cost, and what you can expect.

Explore my services