Today we’d like to introduce you to Chris Bell Adrienne Taylor
Hi Chris Bell, thanks for sharing your story with us. To start, maybe you can tell our readers some of your backstory.
Founded in 2019, our mission is to provide personalized, expert guidance that empowers our clients to make informed decisions and build a brighter future.
Our story began with a recognition of the need for a more accessible and supportive approach to financial services. We saw a gap in the market for a firm that truly understood the unique challenges and aspirations of millennials. With a focus on education, empowerment, and community, Tailored WealthSaver® was born.
In 2024, we expanded our services to meet the growing demand for comprehensive business support. Tailored WealthSaver® now offers management consulting services, designed to help businesses streamline operations, align strategy with financial goals, and enhance overall performance. From strategic forecasting to marketing alignment and operational efficiency, our consulting services are here to help businesses thrive in a competitive market.
We believe that everyone deserves the opportunity to achieve financial success. Our team of experienced professionals is dedicated to providing tailored solutions that address your specific needs and goals. Whether you’re looking to manage your personal finances, grow your business, or plan for retirement, we’re here to support you every step of the way.
Would you say it’s been a smooth road, and if not what are some of the biggest challenges you’ve faced along the way?
Every business journey has its challenges, and mine was no different. There was a point when I seriously questioned whether we could keep going. On social media, it seemed like we had all the right engagement—the likes, comments, and shares—but when it came to real participation, we fell short. And then COVID struck, making it even harder to connect with people on a deeper level. I found myself at a crossroads, wondering if I should close the doors on something I had poured so much of myself into.
That’s when Chris came on board as my business partner, and everything shifted. His fresh perspective and strategic insight were exactly what we needed to breathe new life into the business. Together, we revisited our purpose and why we started this journey: to empower people with tailored financial solutions, especially when times are tough. COVID reminded us all how important it is to have a solid financial foundation, and that mission fueled us through the hard days.
Now, we’ve not only weathered the storm, but we’re stronger for it. Our partnership has allowed us to expand and build something more resilient, and we’re excited about the future we’re creating for ourselves and our clients
Thanks for sharing that. So, maybe next you can tell us a bit more about your business?
At Tailored WealthSaver®, we’re more than just consultants; we’re your partners in success. Unlike traditional firms, we offer in-depth analysis and personalized solutions that go beyond the surface. We specialize in helping high-income earners—particularly millennials—who feel like they should be further along financially but find themselves stuck in a paycheck-to-paycheck cycle. What sets us apart is our commitment to delivering tailored, step-by-step financial plans that fit each client’s unique lifestyle, goals, and challenges.
We’re known for simplifying complex financial concepts and creating practical spending plans that allow people to enjoy life while building wealth. On the business side, we also offer consulting services designed to help companies with everything from strategic forecasting and financial stability to branding and market analysis. As Chris, my business partner, says, ‘We’re more than just consultants; we’re your partners in success. Unlike traditional firms, we offer in-depth analysis and personalized solutions that go beyond the surface. We’re committed to helping you grow from the ground up, providing sustainable strategies that align with your unique goals. Let us prove why we’re the all-inclusive consultant firm that sets the standard.’
What we’re most proud of brand-wise is how we’ve stayed true to our mission: helping people take control of their financial futures while living a life they love. The feedback from our clients, whether it’s through personal financial planning or business consulting, has shown us that we’re making a real impact. That’s what drives us to keep evolving.
For your readers, we want you to know that Tailored WealthSaver® is the all-inclusive consultant firm that sets the standard. Whether it’s creating a personalized spending plan, optimizing business strategies for growth, or finding financial peace of mind, we’re here to offer services that meet you where you are and get you to where you want to be.
We’d love to hear about any fond memories you have from when you were growing up?
Adrienne’s Fav: One of my favorite childhood memories growing up in Indianapolis was the crisp autumn air and watching the leaves turn brilliant shades of red, orange, and gold. I remember sipping warm apple cider, its sweetness and spice filling me with comfort as I bundled up in cozy sweaters. The highlight was always the hayrides, bouncing along while the scent of fresh hay mixed with the cool breeze. It was such a simple but magical time, surrounded by nature’s beauty and the warmth of the season.
Contact Info:
- Website: https://www.tailoredwealthsaver.com
- Instagram: https://www.instagram.com/tailoredwealthsaver/
- Other: https://open.spotify.com/show/2HuSjBKfFeoAYXjUjAtLsy
