Hello again Wine and Dime listeners. In this episode, I have the incredible pleasure of speaking with Taylor Anderson. Taylor is a CFP with Middleton and Company, a financial planning company specializing in helping you establish healthy financial habits that build a strong financial foundation. Taylor also spent some time in the Peace Corps and has proven to give her a unique view on helping anybody. This was a fantastic chat that I’m sure you all will enjoy!
Taylor Anderson, CFP®
Taylor’s passion for personal financial planning started when she and her husband decided to take a break from their traditional career paths in Seattle to join the Peace Corps. She served for 2 years in Kyrgyzstan before joining her family-owned financial planning business in Vancouver, WA. She loves working with clients who are ambitious in both their careers and their hobbies and is most excited when she gets to hear about her clients’ travel plans. Her favorite challenge is to help her clients build flexibility into their financial plans so they’re able to enjoy the twists and turns of life as they come.
Taylor began her career in consulting and project management roles at large companies, so she knows what it’s like to make decisions on benefits, to advocate for herself in annual reviews, and to navigate corporate work environments. Taylor brings her prior experience to her financial planning work by adding creativity to the more technical things – think mindmaps, roadmaps, and her favorite…brainstorming with Post-Its!
On weekends you can find Taylor skiing or hiking in the backcountry. Weeknights very often include a run with a local run club and a good conversation over a beer or glass of wine.
The Walla Walla Valley Wine Alliance was founded in 2001 by the winemaking and winegrowing industry as a nonprofit membership marketing association who knew that success in marketing the Walla Walla Valley Wine Region could be found through a collaborative effort. Today, our values remain focused on Valley-wide success through collaboration of our nearly 150 members and community partners.
The primary mission of the Walla Walla Valley Wine Alliance is to build an internationally acclaimed Walla Walla Valley wine brand among consumers, media and trade by providing marketing programs on behalf of member wineries, vineyards, and partners. The Wine Alliance functions as the leading informational resource for consumers, media and members of the trade interested in learning more about the Valley’s wine industry.
THIS EPISODE WAS PRESENTED BY Amy Irvine AND IN COLLABORATION WITH
The Seneca Lake Wine Trail
ROOTED PLANNING GROUP
10 EAST MARKET STREET
CORNING NY 14830
WWW.ROOTEDPG.COM
EMAIL: AMY@ROOTEDPG.COM