Ep 14 - How to practice purposeful money management with Financial Planner Natalie Taylor
Shownotes
Natalie Taylor is a Financial Planner and Public Speaker. Her personal purpose is to help people cultivate a plan for their finances based on their values and goals. In other words, Natalie helps individuals, couples, and families invest their available funds in what provides the greatest amount of fulfillment, not just financial return.
She has been a financial planner for over 15 years and a lot of her work is dedicated to making professional financial advice more accessible and relevant to a broader audience. She spent 7 years working for FinTech startup, LearnVest, and recently opened her own financial planning practice to work with individual clients.
In this episode, we talk about Natalie’s earliest money memories, how she fell into financial planning, the values she and her husband optimize for, and the advice she has for people who are navigating the tricky but fulfilling balancing act of parenthood, entrepreneurship, relationships, and life in general. What I love about Natalie is that she walks the talk, which makes her such an incredible and relatable example of the power of purposeful financial planning.
#PurposePlays from this episode:
Align your money management strategy with your values. Identify your values: 1) what is most important to you, and 2) how you live your life. Use your values as a filter when determining how to prioritize your spending and saving, what to invest in, how to make trade-offs in your budget, etc. I recommend using Natalie’s Values Guide for this process (available on her site).
Create margin in your life. Build in time and space so you are not scheduled back to back to back. Sometimes you have to grow at a slower pace than you want to, so you can continue to make intentional decisions and show up as your full self. It may require you to detach self worth to productivity, but it will ultimately help you live in greater alignment with your purpose.
Create margin in your budget. This gives you the flexibility to make spontaneous decisions and enjoy life in the moment instead of living for “some day”.
Links:
Natalie’s website (be sure to wait for the pop-up to receive the Values Worksheet)