"The beginning is always today."

- Mary Shelley

Hello There!

I love that quote! My name is Tara Taylor and I am a Certified Financial Education Instructor℠. I am on a mission to provide Financial Guidance and Education to help women achieve Financial Wellness!

Let me tell you a bit of My Story…

I am a first-generation college graduate, growing up as the oldest of 3 children and the only girl.  In a somewhat traditional household, my mother was a stay-at-home mom, and my dad was the breadwinner. One thing that was different, is my mom managed all the finances, and was able to budget, balance, save and invest enough to put 3 kids through college, own a home, and invest and save for retirement.  I learned so much from my mom that I didn’t even realize it until I got older and was out on my own.

Fast forward to adulthood and working in various roles in the financial services industry, I realize how many women lacked the time, knowledge, or education to invest in their own financial well-being.

Everyone has a different story, situation, and circumstance. What’s vital is understanding financial wellness, navigating the systems, and knowing how to access the proper resources.

Have you ever…

  • Felt overwhelmed by your Financial situation?
  • Felt not sure where to start /what to address?
  • Dreamed of a better lifestyle, financial goals? (Own a house, have a budget, pay down debt, start a savings plan)
  • Felt like you have no control over your day-to-day finances?

You are not alone! Please contact me via email or fill out the attached survey and let’s get you on the road to financial freedom. “The beginning is always today”!

All the Best,
Tara Taylor, CFEI, MBA
Financial Wellness Advocate 

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Ready to take the first step? Take this FREE survey. It's quick and easy, I promise! It's only 10 questions. This survey measures your feelings and attitudes toward money and your level of confidence when making financial decisions. You will also be asked how you feel about your financial situation. The purpose of this exercise is to help you understand your relationship with money and the emotions involved with handling your personal finances. When you're ready, get in touch with me and let's talk about your answers and a game plan for financial wellness and peace of mind. I am not a licensed financial advisor. I strive to help people become more educated about their finances so they can make better decisions for themselves. All information is for educational purposes only.

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