Season 2: Episode 3 | When Values and Finances Collide with Natalie Taylor

Finances. Some of us love talking about spreadsheets and numbers. Some of us would rather eat dirt. Wherever you fall on the financial feelings spectrum, today’s show really is for you! Natalie Taylor gives us a fresh new look when it comes to our values, our family, and our finances. Lori and Amy each take the values exercise that Natalie has created and talk honestly about where our money goes and why. This is one where you’re going to want to listen in with your spouse and have honest discussions about right after. Enjoy!

To access Natalie’s values exercise: www.natalieanntaylor.com/podcast

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 fifteen years of comprehensive financial planning experience, six years with fintech startups, 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.

Hunt down Natalie here: www.natalieanntaylor.com