Natalie Slagle, CFP® Fyooz Financial Planning

About Natalie Slagle, CFP®

Our mission is to help the next generation of couples and young families build and maintain financial foundations. I’m a founding partner of Fyooz Financial Planning with my lifelong confidant Daniel Slagle (see Daniel Slagle’s profile).

After the work computer is turned off, I’m typically found exploring new recipes, researching ways to simplify and be more sustainable, and enjoy healing conversations with friends and family.

Dan 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, Leadership and Management

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Recently Published

What is ESG Investing? And Why It's More Important Than Ever Before

June 26, 2020

“As trillions of dollars shift to millennials over the next few decades, as they become CEOs and CIOs, as they become the policymakers and heads of state, they will further reshape the world’s approach to sustainability.”

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Why Doesn't The Market Have a Conscience?

June 11, 2020

It feels as though we are experiencing socially tumultuous times, and yet the market just carries on as if nothing ever happened…

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Does My Spending Reflect My Values?

June 3, 2020

The truth is that our credit card statements and the calendar never lie. How we spend our money and our time says a lot about who we are. This is more relevant than ever before.

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Ideal Clients

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

Ways Advisor Charges

  • Monthly Fee
  • Flat Fee
  • Assets Under Management

Fee Options:

  • Monthly Fee: $199+/mo
  • Flat Fee: $999+/engagement
  • AUM: 0.60%

SEC Records:

States Registered

  • Minnesota

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