Natalie Taylor is a Financial Planner and Public Speaker. Her personal purpose is to help people cultivate a plan for their finances based on their values and goals. In other words, Natalie helps individuals, couples, and families invest their available funds in what provides the greatest amount of fulfillment, not just financial return.
She has been a financial planner for over 15 years and a lot of her work is dedicated to making professional financial advice more accessible and relevant to a broader audience. She spent 7 years working for FinTech startup, LearnVest, and recently opened her own financial planning practice to work with individual clients.
In this episode, we talk about Natalie’s earliest money memories, how she fell into financial planning, the values she and her husband optimize for, and the advice she has for people who are navigating the tricky but fulfilling balancing act of parenthood, entrepreneurship, relationships, and life in general. What I love about Natalie is that she walks the talk, which makes her such an incredible and relatable example of the power of purposeful financial planning.
#PurposePlays from this episode:
Links:
Natalie’s website (be sure to wait for the pop-up to receive the Values Worksheet)
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