Natalie Taylor (BFA™, CFP)

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

AUM

Cash Flow/Budgets/Credit Issues

College/Education Planning

Financial Psychology/Coaching

Fixed Fee (Subscription, Retainer, etc.)

Generation X

Planning Specialties

The Goodland Group's sweet spot is working with mid-career professionals with equity compensation (stock options and RSUs) who 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. Clients are 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).