Dan Slagle, CFP® Fyooz Financial Planning
- 4141 N Williams Avenue Unit 105, Portland, OR 97217
- (507) 696-4496
- https://fyoozfinancial.com
About Dan Slagle, CFP®
I am one half of the husband and wife team Fyooz Financial Planning (see Natalie Slagle‘s profile).
We are here to help guide you — whether it’s figuring out what to do with your excess savings, merging your accounts, staying on track for retirement or developing your household’s new joint investment philosophy.
Outside of work, I am a marathon runner, avid soccer fan, and always down for a good day trip.
Natalie and I are a married couple who blend our finances together. And despite all of our education and credentials, we understand it is still a difficult task to undertake. Money disagreements are one of the leading causes of separation in our society. But, it shouldn’t be this way! So we took it upon ourselves to help specialize in this area to help other couples along their journey.
We create a safe, structured, and fun environment to have deep conversations about your past and how it translates into your future. We take an interest in your personal life by listening actively and helping you understand the value of where your dollars are being spent and saved. It is our desire to provide you with the confidence you need to live richly together.
Education: CERTIFIED FINANCIAL PLANNER (™)
University of St. Thomas; Bachelor of Arts, Financial Management
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The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
Ideal Clients
- Couples/Partners
- Gen Y/Millennials
- Newlywed/engaged
- Young Families
Ways Advisor Charges
- Monthly Fee
- Quarterly Fee
- Flat Fee
Fee Options:
- Ongoing Financial Planning: $500/mo or $1,500/qtr
- One-Time Financial Plan: $3,000
SEC Records:
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
