61. Defining a Range of Good with Natalie Taylor

In this episode, I sit down with Natalie Taylor, CFP®, nationally recognized financial planner, fintech consultant, and founder of the Goodland Group, to explore what it really means to deliver advice that works in real life and not just on paper. With over 20 years in financial planning and a decade building inside fintechs like Learnvest, SoFi, Monarch Money, and Ellevest, Natalie brings a rare and refreshing perspective on what human-centered planning actually looks like in practice.We talk about why the "do it with you" model is the underserved middle ground that clients actually want, how defining a range of good decisions replaces the pressure of a single right answer, and why co-creating goals with clients leads to dramatically higher follow-through. Natalie also shares her "choose your regrets" framework for equity compensation decisions, how she uses base hit versus home run goal buckets to establish risk capacity, and why she sees goals not as a fixed destination but as an evolving container.If you are an advisor looking to move beyond the hundred-page plan and build relationships where clients actually implement the advice, this conversation will shift how you think about discovery, empowerment, and what it means to truly know your client.Connect with us! Marla Sofer on LinkedInKnomeeNatalie Taylor on LinkedInThe Goodland Group