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Taylor Financial Planning exists to help you make informed, intentional decisions—so each step forward brings you closer to your goals.
Whether you’re growing your family, evaluating employer benefits, or just ensuring you're putting your savings to work, Taylor Financial Planning provides fee-only financial planning and investment management built around your priorities and your life.
Services
Services
Financial Planning
Financial Planning
A personalized roadmap for your financial life—investments, debt, home purchases, college savings, tax strategies, and more. Includes ongoing support and guidance as your situation evolves.
Portfolio Management
Portfolio Management
Put your financial plan into action. This service handles the technical details—from portfolio construction to rebalancing—ensuring your investments remain perfectly aligned with your financial plan.
Fixed-Term Planning
Fixed-Term Planning
Get focused guidance for specific projects, questions, or decisions. This service provides targeted advice and analysis based on your priorities over a set term—without committing to ongoing services.
Have more questions? Check out the FAQ.
About Me
About Me
Hi, I'm Michael Taylor, founder of Taylor Financial Planning. My firm was built on a simple premise: providing unbiased financial advice that puts the client first.
As a registered investment adviser, I am held to the fiduciary standard of care, which requires me to act, legally and ethically, in your best interest when providing financial advice. For added transparency, I am a fee-only advisor, receiving no compensation for the sale or recommendation of investment products or insurance. All recommendations provided are tailored to fit your personal objectives, goals, and values.
I have a background in finance and economics, and over a decade of experience in the corporate sector. This experience has taught me how to create actionable strategies for building wealth, growing financial confidence, and giving clients the autonomy to choose their own path.
I live in Nashville with my wife, Caroline, where we enjoy walks in our neighborhood, frequenting Sonobana for sushi, and our church community.
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