The Goodland Group

Natalie has helped thousands of people take control of their finances. Her unique values-based approach helps people uncover what’s most important to them and align their finances with their goals to make progress and enjoy life along the way. She draws on 20 years of comprehensive financial planning experience, 10 years in fintech, and a decade of professional speaking to share advice that works in real life, not just on paper. Natalie founded The Goodland Group to serve mid-career professionals with equity compensation (stock options and RSUs). Her clients are navigating the tradeoffs between saving for retirement (becoming work-optional), paying off debt, saving for college, buying homes, family vacations, supporting aging parents, and making critical decisions around equity compensation, taxes, investment strategy, insurance, and career changes. They’re often making more than they ever have before, and are looking for a thought partner to navigate all of the decisions ahead as they move beyond the basics of building an emergency fund, paying off high interest debt, and investing in their 401(k). 
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Advisors at this Office

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This Office

Santa Barbara, CA 93117-3872 Phone: (858) 336-7646

Primary Office

Santa Barbara, CA 93117-3872 Phone: (858) 336-7646