Dan Slagle, CFP® Fyooz Financial Planning

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.


University of St. Thomas; Bachelor of Arts, Financial Management

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Recently Published

Year-End Tax Strategies for High-Income Earners

November 29, 2021

The more you make, the more important tax savings become. Click here to make sure you’re taking advantage of all your tax savings options.

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What to Know for 2022 Open Enrollment

October 25, 2021

Stop using the same benefits you select every year. Read our blog to understand new benefits and cost savings strategies for 2022 open enrollment.

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How To Structure Business Bank Accounts

September 28, 2021

Struggling with organizing your business finances? We’ve got a fool-proof method you can implement today simply by re-structuring your business accounts. Take action now so you can spend more time doing what you love!

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Ideal Clients

  • Couples
  • Gen Y/Millennials
  • Newlywed
  • Young Families

Ways Advisor Charges

  • Monthly Fee
  • Quarterly Fee
  • Hourly

Fee Options:

  • Monthly Fee: $500/mo
  • Quarterly Fee: $1500/qtr
  • Hourly Fee: $300/hr

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