Services

Comprehensive Financial Planning

We believe your financial life deserves an ongoing, adaptive process—not a one-time transaction. Your goals are constantly evolving, and so should your plan. Our ongoing service covers your top-of-mind objectives while systematically addressing every essential aspect of your financial plan in a modular fashion. As part of this ongoing service, we are always available to update your strategy, answer questions via email, or meet as needed when your situation changes.

Financial Planning includes:

Investment planning
Debt repayment planning
Cash flow planning
Employee benefits review
Tax planning
Insurance review
Education planning
Retirement planning
Estate planning
Ongoing support:
- Updates to your plan provided as your situation changes
- Email support to answer questions
- Scheduled meetings available via phone, virtual, or in-person (in Nashville) as needed

Portfolio Management

This service is designed for clients who prefer to delegate the day-to-day management of their investment portfolio to Taylor Financial Planning. This service is offered in conjunction with Comprehensive Financial Planning and is not available on a stand-alone basis.

Portfolio Management includes:

Execution of transactions to implement applicable items within financial plan
Monitoring and rebalancing of portfolio as necessary
Communication of tax consequences of transactions

Fixed-Term Financial Planning Packages

For individuals seeking answers to specific financial questions, our Fixed-Term Planning Packages deliver clarity without the commitment of an ongoing relationship. These engagements are focused, fixed-term, and built to equip you with actionable guidance, analysis, or deliverables.

Examples of subjects we can explore:

How should I invest the extra money I'm saving?
What’s the right balance between charitable giving, saving, and investing?
I’ve just inherited money—what should I do next?
Which employer benefits or compensation options best fit my situation?
Am I on track for retirement? How could I reach it sooner?
I'm getting married—how should we combine finances?
How do I best navigate my employer’s stock options, RSUs, or equity compensation?

Not sure where to start? Schedule an Introductory Meeting.

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