Natalie Taylor is a Certified Financial Planner™ professional and Behavioral Financial Advisor™ who is passionate about helping people cultivate a plan for their finances based on their values and goals so they can not only make progress, but find confidence, balance and peace along the way. Frequently quoted in major publications such as the Huffington Post, Forbes, Business Insider and Lifehacker, Natalie draws on over 13 years of comprehensive financial planning experience and a decade of professional speaking to share advice that works in real life, not just on paper.
Natalie was most recently the Director of Financial Advice for a subsidiary of a Fortune 100 company and has guided thousands of clients through everything from buying their first home to managing multi-million dollar portfolios. She’s seen it all and will share effective strategies for achieving and maintaining balance between enjoying life today and planning for someday. Natalie connects with audiences of all kinds with an authentic and relatable style that inspires her audience to look at their finances differently, and empowers them to begin a fresh conversation about money unlike any they’ve had before.
Personal Finance in Real Life
How to set the right financial goals for you
Everything you need to know about investing
Insurance basics – what it is, how it works, what you need
Budgeting to make progress, have fun, and flex with life’s curveballs
How to effectively pay down debt
Values and Money
Identify your core values
Develop and prioritize goals aligned with your values
How to use your values in your financial decision-making process
Effective strategies for making progress that balance enjoying life today and saving for tomorrow
Personal Finance for Freelancers & Solopreneurs
How to make consistent progress with inconsistent income
Income tax basics
How to set business goals to reach your personal goals
Balancing savings, debt reduction, taxes, insurance and investing
Choosing a retirement plan for your business
Women and Money
Identify and reflect on the season you’re in and how that shapes what financial success looks like for you
Learn the unique risks women face financially and how to overcome them
Learn effective strategies for finding balance in your finances
Money for Millennials
Why your finances are both easier and harder now than they’ll ever be in your life
Learn where to focus your time and effort both now and at key milestones in the future
Shifting Your Mindset from Paraplanner to Planner
(Financial services industry specific)
Moving beyond developing the advice to delivering (and selling) it
Shifting your communication with clients from gathering data to building connections
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