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When I came to Taylor, I was a mess and in dire need of financial clarity. That is exactly what she

When I came to Taylor, I was a mess and in dire need of financial clarity. That is exactly what she brought to me with her guidance and lessons that she gave me in our custom workshop built just for me. She made me go through this impactful exercise where I went through everything I spent in 2 and a half months. This was astounding in itself, finding areas of places that I can save in my budget and put my dollars towards good use. Every dollar has a job is what she teaches and lives by, so I learnt this strategy too! She taught me about staying fiscally fit with a budget that you don't have to think too hard about by separating my recurring bills, flexible necessities, and wants separately in different accounts. Realizing I can put a limit on my wants in a separate account blew my mind! I hadn't thought about that before, and I wouldn't have thought about it if I hadn't done that meticulous exercise of going through my spending for 2 and a half months. Besides budget, she taught me about investing and having a strategy to invest and to rebalance every so often, so your portfolio doesn't run away from you. It isn't so hard when you think about it like how Taylor approaches investing. I learnt about the 1 fund, 3 fund, the target date funds, and plenty of types of ETFs. After doing my own research, I felt like I am a 3-fund type of investor, with a little nuance to make it a 4-fund portfolio. Taylor broke down the ins and outs of investing and not making it so fearful, as long as you understand what you're doing, then you should be fine. I felt like the HW that she assigned was doable and enriching, while I sucked up the knowledge out of the work I did on my own! Over all I feel like working with Priceless Tay is a great investment that will pay you dividends in life going forward! I'd recommend Taylor anytime!

Date of experience: Jan 24, 2026