Natalie Taylor

“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.”

“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!”

“?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.?“

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!

“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!”