What happens when you get crystal clear about your impact — and equally clear about what is enough for you?

In this episode, Tara sits down with Oakland-based CFP®, Ella Taylor to explore environmental sustainability, systemic investing, philanthropy, and designing a life that truly fits.

Ella’s mission is bold: move as much capital as possible toward positive impact for our planet and the people on it. Her firm integrates sustainable investing, shareholder engagement, philanthropy consulting, and systemic investing — all grounded in deep, relational financial planning.

But this conversation is about more than investing.

Motherhood reshaped her ambition. She paused growing her firm. She stopped taking new clients for more than two years. She redefined what “enough” looked like. And now she is growing again — with more clarity and intention than ever.

In this episode, we explore:

• What systemic investing really means
• Why outsourcing felt harder than it looked
• How scarcity mindset can hide inside high performers
• Designing a firm around your values
• Letting ambition evolve without losing your drive
• Defining success on your own terms

Ella reminds us that impact does not require burnout — and that success can expand and evolve as we do.

Episode Highlights

• From pastry chef to CFP® — and rediscovering creativity inside finance
• Launching her firm at the start of COVID and feeling unexpectedly abundant
• Environmental sustainability as a true north
• What “systemic investing” means and why it’s the next iteration of impact investing
• Including a philanthropic consultant as part of the advisory experience
• Wrestling with money scarcity while building a thriving firm
• Extending maternity leave and pausing growth without regret
• Redefining ambition and deciding what “enough” looks like
• Choosing 60 households, four days a week, and deep relationships as her version of success
• Hiring from alignment, not urgency