Taylor Anderson (CFP®)
Taylor Anderson focuses in the
following client markets or areas of practice:
- ExPat and Cross Border Issues
- Generation X
- Investment Advice with Ongoing Management
- Tax Planning
- ExPat and Cross Border Issues
- Generation X
- Investment Advice with Ongoing Management
- Tax Planning
Planning Specialties
Sabbatical Planning
Ideal for households with established income and savings who want guidance and accountability as they envision and prepare for a sabbatical.
- Financial plan to see how your sabbatical fits into your whole financial picture
- Clarity on strategies and action steps, including:
- Savings & investment account strategy to support you before, during, and after your sabbatical
- Asset allocation across accounts
- Estate planning and insurance essentials
- Quarterly check-ins focused on your progress toward your sabbatical goals
- Tools and resources to meet you where you are with each step of the planning process
Investment Advisory Service
Ideal for households with $250,000 or more to invest who want to outsource investment management and tax-efficient withdrawal strategies so they can focus on living the life they’ve saved for.
- Financial plan to see your whole financial picture in one place, updated annually
- Management of investment accounts
- Implementation of tax-efficient savings and withdrawal strategies across your investment accounts
- Coordination with other decisions, including:
- Recommendations on employer retirement plan investments
- Pension and Social Security analysis
- Thinking through big financial decisions, including major purchases, insurance coverage and estate planning considerations
- Annual meeting to review your financial plan and investment portfolio
Additional Information
Taylor’s passion for financial planning started when she and her husband decided to take a break from their traditional career paths in Seattle to join the Peace Corps. She served for two years in Kyrgyzstan before joining her family-owned financial planning business in Vancouver, Washington. Since then, Taylor has found that she has a passion for serving clients who are ambitious in their career paths and hobbies alike. Most importantly, hearing about her clients’ travel plans and being able to assist them in making them happen is incredibly rewarding. The best challenge that Taylor faces is helping her clients build flexibility into their financial plans. When she is able to oversee and assist her clients execute a sabbatical that they have been dreaming of, this is not only satisfying for the client but her as well. She loves to share her personal experience regarding her first sabbatical and since then, why she has not shied away from taking them year after year.
Taylor began her career in consulting and as a project manager at large companies. With this experience, she knows what it is like to make decisions on benefits, to advocate for herself in annual reviews, and to navigate corporate work environments. Taylor brings her prior experience to her sabbatical planning work by adding creativity to the more technical side of financial planning. Mindmaps, roadmaps, and her favorite…. brainstorming with Post-Its are some of her favorite techniques in sabbatical planning because they create active engagement with clients and provide fresh and insightful perspective.
Taylor would love to help you in your journey in planning for a break or transition in your current career. Vacations and doing what you love should not be an event that only happens once you retire. Contact Taylor if you would love to know the next steps to living your work and personal life to their fullest.
NAPFA Start Date
July 06, 2017
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