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

Money Bias Series: The Narrative Fallacy and Representative Bias

January 23, 2021

The third installment of our money bias series focuses on the narrative fallacy and representative biases.

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Money Bias Series: Hindsight and Confirmation

January 16, 2021

The second installment of our money bias series focuses on hindsight and confirmation.

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Money Bias Series: Overconfidence and Self Attribution

January 7, 2021

Instead of focusing on ‘new year, new you’, we think your efforts should be directed towards developing a better understanding of you. One way to do that is by acknowledging our biases, especially our money biases.

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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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