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.
Why Natalie Taylor?
Natalie shares sound financial advice combined with effective strategies for achieving and maintaining balance between enjoying life today and planning for someday. Natalie uses an authentic and relatable style that inspires attendees to look at their finances differently, and empowers them to begin a fresh conversation about money unlike any they've had before. By the end of their time together, attendees will feel informed and empowered with a smile on their face!
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.
Why Natalie Taylor?
Natalie shares sound financial advice combined with effective strategies for achieving and maintaining balance between enjoying life today and planning for someday. Natalie uses an authentic and relatable style that inspires attendees to look at their finances differently, and empowers them to begin a fresh conversation about money unlike any they've had before. By the end of their time together, attendees will feel informed and empowered with a smile on their face!
Personal Finance in Real Life
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
Learn the unique risks women face financially and how to overcome them
Learn effective strategies for finding balance in your finances
5 recommend Natalie
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On-Site
J.J.C.
Our interactions with Natalie began back in 2012 when she spoke at a premarital workshop on having financial unity and making wise financial decisions as newlyweds (and beyond). Her presentation was extremely clear, applicable and approachable. Being someone who is uncomfortable and uneasy in financial conversations and future planning, Natalie was hugely helpful in making it a comfortable and manageable subject.
The Savvy Sauce
On-Site
L.D., Founder, The Savvy Sauce
Knowing Natalie for nearly a decade, my first impression of her still holds true: she is warm, compassionate, skilled, generous, and trustworthy! Finding all these traits in one person makes me feel secure trusting her with my financial questions and decisions. She is savvy in relationships and finance; a perfect blend for the ideal financial planner. Her generosity in her personal life reveals her integrity and character, which is rare. She stewards her own time, talent, and money well. Simply put, I could never find a certified financial planner who I trust more, which is why I invited her to record multiple episodes on my podcast. After hearing her speak to a group about values-based filters for financial decisions, my husband and I implemented a values-based budget that has worked for 9 years and, due to her clarity in delivery and revolutionary ideas, we have never had an argument over finances!
MOPS Goleta
On-Site
H.D., President, MOPS Goleta
I recruited Natalie to speak to a large group of women on the topic of managing family finances. Her approach in engaging and warm, making everyone feel at ease when discussing a topic that can be difficult. She incorporates humor and personal anecdotes, but delivers sound advice and practical takeaways. I highly recommend working with Natalie, whether you need a little tune up or complete overhaul of your finances, her planning services are invaluable
On-Site
J.D.
Thank you again do your incredible workshop at summit. My team has utilized all of your incredible eye opening systems and our emergency-fun fund! Wow! Such a great game changer for us, across the board! Most of my debt is not from diapers or baby stuff like most of my team, but my debt is from student load and credit cards. I am TACKLING this year! I know summit is 5 months away, but my goal is to have most of not all paid off by the time I see you! And I truly believe it's possible with our systems! Thank you again for the incredible workshop last year. Our team is REQUIRED to listen to you speak this year!
On-Site
S.B.B.
Natalie not only set us up for financial success, she also empowered us to continue to manage our own finances by utilizing user-friendly systems and strategies. Her approach reflects the best, most innovative practices and matches it with the personal, unique values of the client. We cannot recommend her highly enough!
