Taylor Nelsen, AFC®
founder @ the financial planner
You went into medicine to help people. I became a financial counselor not because I care about money, but because I care about people and the impact money has on our lives.
Hi, I’m Taylor Nelsen, an Accredited Financial Counselor®, and I help medical professionals navigate financial decisions, set up systems that work for their lives, and plan for tomorrow so they can live for today.
About / Who I Help
Education & Experience
Writing The Financial Planner (on Substack)
University of California, Davis, Master of Science
PowerPay Debt Reduction Certified
What I Help With
Accredited Financial Counselor® (AFC®)
Planning for big purchases
Values-based spending planning
Debt paydown planning
Credit management & planning
Insurance/Benefit Review
Tax review and planning
“Working with Jasmine feels like talking to a friend who actually has good money advice. She helped me see things differently, and it finally feels possible to get ahead. I’m doing so much better than when I first started.”
— Tammy
I like experimenting in the kitchen. I try at least one new recipe a week!
Why I’m Different
I know first-hand the unique financial considerations a career in medicine demands. We took out six-figure loans for my husband’s schooling. We moved across the country because of the match. Unpredictable schedules, relocations, “we’ll deal with it later” seasons, and income leaps mean the rules of thumb don’t really fit your life. Working with me means crafting a tailored plan for your money, your circumstances, and how you live your life.
tailoredfinancialplans.com
taylor@tailoredfinancialplans.com
