Personal Finance In Real Life
How to set the right financial goals for you
Everything you need to know about investing
Insurance basics - what it is, how it works, what you need
Budgeting to make progress, have fun, and flex with life’s curveballs
Values & Money
Identify your core values
Develop and prioritize goals aligned with your values
How to use your values in the financial decision-making process
Effective strategies for making progress that balance enjoying life today and saving for tomorrow
Personal Finance for Freelancers & Solopreneurs
How to make consistent progress with inconsistent income
Income tax basics
How to set business goals to reach your personal goals
Balancing savings, debt reduction, taxes, insurance and investing
Choosing a retirement plan for your business
Women & Money
Identify and reflect on the season you’re in and how that shapes what financial success looks like for you
Learn the unique risks women face financially and how to overcome them
Learn effective strategies for finding balance in your finances
Money for Millennials
Why your finances are both easier and harder now than they’ll ever be in your life
Learn where to focus your time and effort both now and at key milestones in the future
Shifting your Mindset from Paraplanner to Planner (Financial Services Industry Specific)
Moving beyond developing the advice to delivering (and selling) it
Shifting your communication with clients from gathering data to building connections
Custom PresentationS
Natalie can create custom content to fit the unique needs of your audience