ABOUT

BELIEF #1

Faith, Family and Friends are all you need to be rich

BELIEF #2

Money can inspire, but it can also harm.

BELIEF #3

Proper planning can take the stress out of many of life's challenging events

I'M Erin

Why I Started PlanningPaths
As a mother, wife, and financial professional, I’ve seen firsthand how the human side of planning is often overlooked. In my years of experience in financial planning and wealth management, I noticed that while portfolio management and estate planning were treated as the core of the job, the more personal and challenging aspects—like navigating family conflict, handling unforeseen emergencies, and having those tough kitchen table conversations—were given little attention.

Through both personal and professional experiences, I saw how losing loved ones, facing unexpected disasters, and needing immediate answers in critical moments could create immense stress. That’s why I created PlanningPaths: to fill that gap, to help families prepare for life’s uncertainties, and to provide the clarity, tools, and confidence needed to face whatever comes next.

MY STORY

The daughter of strict well-meaning parents, I grew up thinking that I had only one choice in life. Go to school, get a good job, and build a stable life for myself. While this laser focus led me to a high-paying career in my 20s, it didn't leave me with any sense of who I was and what brought me joy.

After realizing I was too young to feel stuck, I walked away from it all and embarked on the ultimate journey of self-discovery. And I learned that once you step into who you really are, there's no going back.

If you're ready to walk away from your own limiting beliefs and build a life you love, I am ready to lead the way.

"After just 2 weeks of working with Taylor, I've made some massive shifts in my mindset and my daily routine. I am hopeful for the new future I'm creating."

Maisy Bouchey

"This time last year, I was a frazzled mother of 2, just barely getting by. Thanks to Taylor's courses, I'm a happier, healthier person for myself and my family."