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Serving The Under-Served with Natalie Taylor
In this episode, Dan chats with Natalie Taylor from Monarch Money.
Here, they discuss Natalie's fresh approach to goals and values, her work as a financial planner and also the amazing software behind Monarch Money and how they are helping to serve those who haven't been able to access advice in the past.
Join our community HERE.
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By NextGen Planners
3.5
44 ratings
In this episode, Dan chats with Natalie Taylor from Monarch Money.
Here, they discuss Natalie's fresh approach to goals and values, her work as a financial planner and also the amazing software behind Monarch Money and how they are helping to serve those who haven't been able to access advice in the past.
Join our community HERE.
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