Hi, I'm Taylor!

Hi, I'm Taylor!

I'm a financial planner and founder interested in money, building businesses, parenting, and sobriety. Sometimes all at once.

My work

Ataroke Wealth

Financial Planning

Ataroke Wealth is a fee-only financial planning firm.

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Kerdora

Software

Kerdora is financial planning software for financial advisors.

Check it out

Podcasts

Better Planner

Better Planner

My podcast for financial planners, covering planning, practice management, workflows, and technology.

Listen
Make the Most of Your Money

Make the Most of Your Money

Colin Page and I discuss personal finance, behavior, and how money fits into our lives.

Listen

Book

Embracing an Uncertain Retirement

Embracing an Uncertain Retirement

My book explores retirement planning from both a philosophical and a technical perspective.

Read it