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.

Education: CERTIFIED FINANCIAL PLANNER (™)

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

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Recently Published

Females in Finance

March 26, 2021

Let’s talk about females in finance now and for the next generation…

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What's in the Latest Covid-19 Stimulus Package?

March 11, 2021

What you need to know about the third Covid-19 stimulus package..

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Wall Street's First Black Millionaire

February 19, 2021

Jeremiah Hamilton’s name is rarely mentioned in Wall Street history books, despite being Wall Street’s first black millionaire in the mid 1800s. Learn more of his story here.

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Ideal Clients

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

Ways Advisor Charges

  • Monthly Fee
  • Quarterly Fee
  • Flat Fee

Fee Options:

  • Monthly Fee: $333/mo
  • Quarterly Fee: $1000/qtr
  • Flat Fee: $4000/engagement

SEC Records:

States Registered

  • Minnesota

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