Taylor Anderson

Advisor at Middleton & Company

Updated today
Middleton & Company logo

Firm

Middleton & Company

Location

Vancouver, WA 98660

Credentials

CFP®

Industry experience

8 years

About

Taylor’s passion for 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 two years in Kyrgyzstan before joining her family-owned financial planning business in Vancouver, Washington. Since then, Taylor has found that she has a passion for serving clients who are ambitious in their career paths and hobbies alike. Most importantly, hearing about her clients’ travel plans and being able to assist them in making them happen is incredibly rewarding. The best challenge that Taylor faces is helping her clients build flexibility into their financial plans. When she is able to oversee and assist her clients execute a sabbatical that they have been dreaming of, this is not only satisfying for the client but her as well.

Taylor began her career in consulting and as a project manager at large companies. With this experience, she knows what it is 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 sabbatical planning work by adding creativity to the more technical side of financial planning. Mindmaps, roadmaps, and her favorite…. brainstorming with Post-Its are some of her favorite techniques in sabbatical planning because they create active engagement with clients and provide fresh and insightful perspective.

Taylor would love to help you in your journey in planning for a break or transition in your current career. Vacations and doing what you love should not be an event that only happens once you retire. Contact Taylor if you would love to know the next steps to living your work and personal life to their fullest.

Expertise

Early retirement planning

Demographic focus

Mid-Career Professionals Gen Y/Millennials (Born 1980-1995)

Fee options

AUM

0.85%

Quarterly

$1000/qtr

Work history

Middleton & Company

2017 - Present (9 years)

Middleton & Company

2017 - 2017 (1 year)

TCM Consulting

2015 - 2016 (1 year)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

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