Natalie Taylor (BFA™, CFP)

Natalie Taylor focuses in the
following client markets or areas of practice:

  • Cash Flow/Budgets/Credit Issues
  • College/Education Planning
  • Financial Psychology/Coaching
  • Fixed Fee (Subscription, Retainer, etc.)
  • Generation X
  • Insurance Related Issues

Planning Specialties

Natalie specializes in working with Gen X & Gen Y clients as they navigate the complexities that come with mid-career life stages. Real-life budgeting, changing careers or starting a business, having kids and sending them to college, buying homes and rental properties, caring for elderly parents, and managing finances with a partner. In her practice, Natalie focuses on maximizing equity-based compensation, retirement planning, investing, tax planning, debt reduction strategies, student loan analysis, life, disability & long-term care insurance, and social security optimization.

Additional Information

After sixteen years in financial services split between private practice and fintech, I’ve thought a lot about what an ideal financial planner looks like and how I can create a practice to be that ideal planner for clients. What can they help with? How does it feel to work with them? How much does it cost and what makes it worth it? How do I know I can trust them? What can they actually do for me and how will working together improve my life? (Check out more here.) And that’s why I’m so excited to be back in private practice, working one-on-one with clients again. My sweet spot is working with professionals with kids, who are navigating the tradeoffs between saving for retirement, paying off debt, saving for college, buying homes, family vacations, supporting aging parents, and making decisions around investment strategy and asset allocation, equity compensation, insurance, and career changes. If you’re looking for a financial planner, let’s chat! We’ll spend time talking through your situation and what you’re looking for, and I’ll share a bit about what working together looks like so we can see if we’re the right fit for each other. If not, I’ll do my best to point you in the right direction.

NAPFA Start Date

February 28, 2020


This Office

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