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. She helps people 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, 5+ years with a fintech start-up, 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 people through everything from buying their first home to managing multi-million dollar portfolios.
In front of an audience, she shares 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.
As a consultant, Natalie draws on her experience as a brand voice manager, product SME, strategy consultant and financial advisor trainer & coach to help companies move their mission forward in the fintech and financial services spaces. Whether it’s helping financial advisors learn to connect and communicate more effectively with clients, working through product strategy, or helping a financial brand connect with a Millennial and/or female audience, Natalie’s goal is to help companies make progress and create meaningful change.
AREAS of expertise
PERSONAL & SMALL BUSINESS FINANCIAL PLANNING
Budgeting in real life
Planning for a home purchase
Debt reduction strategies
Student loan analysis
Life, disability & long-term care insurance
Planning with a partner
Financial planning needs for freelancers and solopreneurs
Social Security optimization
PUBLIC SPEAKING & PRODUCT DEVELOPMENT
Delivering keynotes to groups large and small
Developing and delivering financial workshops (60 minute to half-day)
Developing educational content for organizations of all sizes
Translating financial brands into spoken communication
Coaching Financial Advisors on effective client communication
Financial services & fintech product development
Developing written content for both consumer and industry audiences
Connecting financial brands with Millennial and female audiences