Author, Consultant & Advocate for Financial Literacy

Our financial lives have become increasingly complex, and it is time to take control.  As an author and speaker, Nancy Doyle shares a practical and easy-to-understand system for managing your financial life. With a focus on women, millennials, and family wealth topics, she offers an objective and straightforward perspective based on extensive professional and personal experience. Everyone will benefit from her independent, objective voice and relatable manner.  Let’s get started!

As Featured In
topics & appearances
  • Getting Your Finances in Order
  • Analyzing Your Financial Profile
  • Juggling Goals and Setting Financial Priorities
  • Becoming a More Informed, Engaged Investor
  • Developing Financial Literacy and Other Family Wealth Topics
applicable audiences
  • Financial advisors and wealth management boutiques
  • Family business and family office organizations
  • Groups serving women professionals and young professionals
  • Law firms focusing on family law, family business, estate and trust matters
  • Organizations assisting individuals with life transitions with a financial impact
nancy doyle, cfa

Nancy Doyle is a consultant, author, speaker, and advocate for financial literacy. With thirty years’ experience in investments and wealth management, she has the insight to help people become more knowledgeable and more engaged regarding their personal financial affairs. 

In Manage Your Financial Life: A Thoughtful, Organized Approach for Women and Manage Your Financial Life: Just Starting Out, she shares a system for managing your financial life along with real-life experiences – hers and those of family and friends – to illustrate key concepts.

An independent, objective perspective

Ms. Doyle brings a straightforward perspective on personal finances. She addresses a broad range of topics in a relatable, easy-to-understand fashion, offering an independent, objective viewpoint, which is essential when it comes to money. Her speaking and consulting work provide demographic and psychographic observations on focus areas – women, millennials, family wealth topics – as well as life transitions with a financial impact. Ms. Doyle’s approach is unique in that she also incorporates financial therapy and professional organization perspectives, which are beneficial to overcoming obstacles and embracing change.

Extensive industry experience

Her financial services industry expertise is extensive. Ms. Doyle is an experienced family office investment professional, acting as the point person for investment managers, private bankers, accountants, attorneys, and trustees. Prior roles include serving as an equity research analyst covering the asset management, brokerage, and consumer finance sectors and consulting on investor relations strategies for financial services companies.

An accessible, relatable approach

She has been a guest on TV, radio, and podcasts and featured in numerous outlets, including U.S. News, Reader’s Digest, MarketWatch, The Huffington Post, Morningstar, WGN TV, and the Chicago Tribune. 

A graduate of Georgetown University, Ms. Doyle received her MBA from the University of Michigan Ross School of Business.  She holds the Chartered Financial Analyst (CFA) designation, is a Certified Financial Therapist-Level I™ Practitioner, and a Professional Member of NAPO (National Association of Productivity & Organizing). Ms. Doyle is based north of Chicago and in Southwest Florida.

Visit ManageYourFinancial, @nancyfinance (Twitter), and @essentialhomeoffice (Instagram).

Nancy was the keynote speaker at a luncheon I hosted for women in my financial practice. She was engaging, relatable, and made complex topics easy to understand.

Her step-by-step process for financial management began with a simple organizing technique that the women at my table were eager to start. By introducing methods to tackle each step in her process, from analysis and education to saving and investing, Nancy made the process of financial management typically avoided easy to start and finish.

I highly recommend Nancy as a speaker, and her books on managing one’s financial life are must-reads!

Financial AdvisorCFP®
The transition from being a resident to an independent Radiologist is a major step. One big transition is in their financial life. They are often saddled with large educational debt as they begin to practice, and the financial strain can have a negative personal impact as well as performance as a physician. In the past, they received no formal financial teaching. Part of our residency training now includes didactic lectures on financial literacy.

We asked Nancy Doyle if she would speak to the residents at one of their conferences. Nancy researched the unique situations that residents and fellows deal with and addressed these financial issues in an organized and thoughtful approach. She focused on goals and long-term commitments, setting financial priorities, saving for retirement, and the importance of staying on track.

Her talk was well-received by trainees, and they asked many questions. She is an excellent educator a great addition to their curriculum. All appreciated her knowledge.

Senior Radiologist and Clinical InstructorNorthshore University Health Systems and University of Chicago

Nancy Doyle
Twitter: @nancyfinance
Instagram: @essentialhomeoffice