Natalie Slagle
CFP®
Fyooz Financial Planning
Founding Partner
Natalie Slagle
CFP®
Fyooz Financial Planning
Founding Partner
We help millennial professional couples navigate through all of the complexities of life. Talking about money is difficult, that's why we create a fun and relatable experience for you and your partner. Our mission is to use money as a tool to bring couples closer together. - Natalie Slagle, CFP®
Fee-only, fiduciary CERTIFIED FINANCIAL PLANNER™ professional with offices in Rochester, MN and Portland, OR, serving clients locally and virtually across the country.
Natalie Slagle is a Minnesota fee-only financial planner. Fyooz Financial Planning provides comprehensive and ongoing financial planning and investment management to help professional couples organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Natalie Slagle is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Natalie Slagle is a fee-only financial advisor at Fyooz Financial Planning, located in Minnesota and Oregon and serving clients across the country.
I am a founding partner of Fyooz Financial Planning with my lifelong confidant Daniel Slagle, CFP® (see his profile).
We created Fyooz Financial Planning to give you the platform to have honest money conversations with your partner while also helping you design a financial plan for the life you've always envisioned together. Our mission is to provide purposeful financial planning to the next generation of couples and young families when it is most important.
We are here to help guide you whether it's figuring out what to do with your excess savings, merging your accountsm staying on track for retirement or developing your household's new joint investment philosophy. We are committed to helping you and your partner use money as a tool to become closer together.
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.
Natalie's Educational Experience
CERTIFIED FINANCIAL PLANNER™ professional
University of St. Thomas; B.A. Business Administration - Leadership & Management
Natalie Slagle is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Financial planning for couples, by a couple.
Fyooz Financial Planning was founded to help young professional couples navigate through the financial complexities of life. We are at a point in our lives where we are paying off student loans, getting married, buying houses, having children, changing careers, relocating for work, and starting our own businesses. All of these events involve money! As a married couple and CFP® professionals, Natalie and Dan offer a unique prospective helping couples with the technical side and behavioral/emotional side of finances.
We are based in Rochester, MN and work with young professional couples across the country virtually.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Cash Flow Analysis
- Minimizing Taxes
- Environmental, Social, and Governance Investing
- Values Based Investing
- College Education Planning
- Comprehensive Financial Planning
Ideal Clients
- Young Professional Couples
- Growing Families
- Small Business Owners
- Millennial Professionals
- Family Wealth Planning
- Sudden Inheritance
Working Together
- Virtual Meetings
- In-Office Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Natalie Slagle is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Natalie Slagle is a Member of the XY Planning NetworkThe XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
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Natalie Slagle is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Natalie Slagle is Quoted in the Wall Street Journal: "When One Spouse Gets an Inheritance, It Can Be Hard on a Marriage"
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Natalie Slagle is Quoted on NerdWallet.com: "Calibrate Your Emergency Fund to a Crisis-Prone World"
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Natalie Slagle is Quoted on CNN.com: "Hate budgeting? Make a spending plan instead. (Yes, there’s a difference)"
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Natalie Slagle is Quoted on Nasdaq.com: "Is Chasing the Highest Savings Rate Worth It?"
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Natalie Slagle is Quoted in Investor's Business Daily: "Married With Firm: Advisor Couple Build A Practice By Working Together"
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Natalie Slagle is a Guest on Rochester Rising: "Episode 159: Dan and Natalie Slagle with Fyooz Financial Planning Services"
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Natalie Slagle Will Present ""Being Direct in a Passive Aggressive Culture" for Downtown Rochester's Ladies' Night Out
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Natalie Slagle Authored an Article for the XYPN Blog: "Kids Savings Accounts"
Contact Natalie Slagle
Office Locations:
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221 1st Avenue SW
Suite 202
Rochester, MN 55902 -
4141 N Williams Avenue
Unit 105
Portland, OR 97217
