Natalie Taylor is a Certified Financial Planner™ professional and Behavioral Financial Advisor™. She’s on a mission to help people align their finances with what really matters to them so they can not only make progress, but find confidence, balance and peace along the way.

Natalie draws on close to 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.

After eight years in private practice, Natalie joined LearnVest, a fintech startup on a mission to make financial planning affordable and accessible to the masses. She moved on to be the Director of Financial Advice for LearnVest after they were acquired by a Fortune 100 company, and left in mid-2018 to start a fintech consulting and professional speaking business. She’s consulted for companies like SoFi, Ellevest, LearnLux and Monarch Money, and continues to speak to audiences throughout the country, including speaking for the second year in a row at the annual Beachbody Summit in Indianapolis alongside James Clear and Rachel Hollis to a crowd of 20,000+ business owners.

As of February 2020, Natalie opened a financial planning practice, The Goodland Group, to work one-on-one with clients again, returning to her first (career) love.

financial planning:

The Goodland Group’s mission is to help clients align their finances with their values, improve financial decision-making and behavior, take advantage of opportunities and avoid pitfalls, decrease financial stress, and find contentment through a financial planning process in a one-on-one setting. We are focused on helping our clients build resilience in their finances and work towards becoming work-optional.

speaking:

In front of an audience, Natalie shares effective strategies for achieving and maintaining balance between enjoying life today and planning for someday. Natalie connects with audiences of all kinds with an authentic and relatable style that inspires her audience to look at their finances differently, and empowers them to begin a fresh conversation about money unlike any they’ve had before.

fintech consulting:

As a consultant, Natalie draws on her experience as a brand voice manager, content creator, product SME, strategy consultant and financial advisor trainer & coach to help companies move their mission forward in the fintech and financial services spaces. Whether it’s helping financial advisors learn to connect and communicate more effectively with clients, developing financial advice methodology, working through product strategy, developing and executing on content strategy, or helping a financial brand connect with a Millennial and/or female audience, Natalie’s goal is to help companies make progress and create meaningful change.

AREAS of expertise