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
- 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).NAPFA Start Date
February 28, 2020
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identifying a potential advisor for their review and consideration. The appearance of an
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no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
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