33: Values-Based Financial Advice That Works in Real Life with Natalie Taylor

33: Values-Based Financial Advice That Works in Real Life with Natalie Taylor

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Most financial advisors conduct some version of goals-based planning.

If you’re helping a client use their money to accomplish a goal, then you’re doing goals-based planning.

But goals are formed and shaped by values. Yet, “goals-based planning” is an industry buzzword, and “values-based planning” is more like a foreign language.

Natalie Taylor CFP®, BFA™ has built her practice around “Values-Based Financial Advice That Works In Real Life” and joined the show to explain why her values-based approach is more effective than a goals-based approach and how she implements it throughout her work with clients.

We discuss:

  • Why she prefers advice that gets 90% of the results rather than 100% optimal advice
  • Why defining goals with clients comes after assessing values, net worth, and cash flow
  • The “Values Exercise” she developed to help clients define their values
  • The “Big Win” Natalie gets for most of her clients that helps create momentum during implementation
  • The skills humans possess that computers will never replicate

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