Ep #40: Joining a Financial Wellness as an Employee Benefit Firm with Veronica Taylor

New Planner Podcast

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3y ago 31:16

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Veronica Taylor is a financial planner at Northstar, a fully virtual organization that helps employees make better financial decisions. She joins the show to share her journey from graphic designer to financial planner, as well as what led her to start a financial coaching company to increase financial literacy and awareness and ultimately close the racial wealth divide.

Listen in as Veronica discusses the reasons she made a career change and jumped into financial planning, how she secured her first full-time salary position in the field, and the pros and cons of joining a small startup firm. She also opens up about what it was like leaving a stable job to take a chance on something new and how she and her spouse found balance while raising a family and pursuing careers of their own.

You can find show notes and more information by clicking here: https://bit.ly/3An4ebc

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