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 <a href= "https://bit.ly/3DPBJ8w">HERE</a>.

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.

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 <a href="https://bit.ly/3DPBJ8w" rel="noopener noreferrer">HERE</a>.

Serving The Under-Served with Natalie Taylor

Insights, ideas and inspiration from entrepreneurs and superstars in the world of financial planning.

Every fortnight, we chat with a guest from the financial planning profession, hearing their stories and getting under the lid of how they do things.

Find out more about our Community by searching 'NextGen Planners' on Google.

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Insights, ideas and inspiration from entrepreneurs and superstars in the world of financial planning. Every fortnight, we chat with a guest from the financial planning profession, hearing their stories and getting under the lid of how they do things. Find out more about our Community by searching 'NextGen Planners' on Google.

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Serving The Under-Served with Natalie Taylor

Serving The Under-Served with Natalie Taylor

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