About Fyooz

We’ve made it our mission to
support the next generation

We know it’s not all about the numbers. It’s deeper than that. Deeper than most financial planners are willing to go. At Fyooz Financial Planning, we are committed to helping you and your partner use money as a tool to become closer, together. 

Your Team

Natalie Slagle, CFP®

Founding Partner and Financial Planner
Can you remember one of your first experiences with money? What was so memorable about it? My exploration of personal finance began at a local grocery store. I was a bagger, paid $5.15/hour. My first paycheck was 12 hours of “paper or plastic”. Ok, so that means 12 hours x $5.15 = $61.80. Nice! That's a pair of jeans at Abercrombie and Fitch! But low and behold, I got my paycheck and it was less than that. I took it to my father and said, 'What the crap, Dad? These crooks took my money!' My dad sat me down and explained line item by line item what each deduction from my check meant.
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I knew from that moment that there was this whole universe of personal finance that I wanted to master for myself. Little did I know at the time, it would lead me to where I am today - working in personal finance for nearly a decade, obtaining investment licenses, and earning my CERTIFIED FINANCIAL PLANNER™ designation. Along the way, I started dating a guy who shared the same interests in money empowerment.
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Fast forward a bit to today: a collective desire to share our secret sauce with other driven couples.

What else?

  • 2023 InvestmentNews 40 Under 40 winner!
  • CERTIFIED FINANCIAL PLANNER™ professional
  • Provides insights as a LendEDU Expert Reviewer for blog content
  • Currently serving on the Policygenius Advisory Board
  • Media mentions: New York Times, Wall Street Journal, CNN, Cheddar

Dan Slagle, CFP®

Founding Partner and Financial Planner
Natalie and I connected while helping her study for an investment license. I must have been a good tutor because it led us all the way down the aisle. That’s one investment that paid off!
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I’ve worked in the financial industry since 2010 having earned my CERTIFIED FINANCIAL PLANNER™ designation. During this time, I have helped wealthy clients reach their financial dreams. But one thing has always bothered me - why is no one working with our generation? After many conversations with friends and colleagues, one thing is apparent. The financial lives of the next generation are complicated. Think life event, and it ALWAYS involves money. We are at a point where we are making good income, getting married, buying our first home, relocating for work, negotiating salaries, and starting our own businesses.
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Natalie and I are fortunate to understand the benefits of being financially aligned and we are excited to share our philosophy with you and your partner!

What else?

  • CERTIFIED FINANCIAL PLANNER™ professional
  • Media mentions: New York Times, NerdWallet, HuffPost, Cheddar

Jessie Serrano

Associate Financial Planner
Financial planning was not my initial choice. Throughout college I was unsure what career path would be best for me. I did know two things: I’m good with numbers and I want to help people. At first my professors encouraged me to explore accounting as a profession. What I discovered about a career in accounting was that there was a lot of emphasis on what’s happened in the past. Instead, I wanted to work with numbers and people that focused on their future. This is when I realized a career in financial planning was just what I was looking for.
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I’ve been amazed at how much there is to learn with personal finance, and how important it is to share this information with the world! I started noticing my family and friends asking me financial questions to help them reach their own goals. Many of my peers often think “We are young, we have so much time. Do we really need to prioritize our finances today when we can do it later?” My response, “Absolutely!” This career has taught me there’s no better time than the present to make changes in your financial situation. It doesn’t matter how young or old you are. Financial adjustments can have a major impact on our financial future, so why not start now?
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My goal is to spread knowledge to those who are looking to better their financial health at a stage in life where the right financial decision can have a measurable impact.

What else?

  • Bachelor’s Degree from California State University, Northridge
    Business Administration, B.S. Financial Planning Option
  • Holds Series 65 license
*We’ve had the privilege of
being mentioned in:
*These are not
endorsements.
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FAQs

Why work with Fyooz Financial Planning?
Your relationship is one of the most valuable and vulnerable aspects of your life. It deserves time, energy, and resources to make it flourish. Financial Wellness in your household is essential to a successful relationship. Who can support you and your partner? What are your options?... (newsflash: your parent’s financial advisor, the individual who talks about your 401(k) plan once a year, and your insurance agent are pretty much it). Fyooz Financial Planning was created to fill this void. Our mission is to help couples use money as a tool to become closer, not tear them apart.
How do you know if someone is a good financial planner or advisor?
Just about anyone can use the title “financial planner," and in today's world, it doesn't take much to start posting financial advice on a social media platform.  As a consumer, you have to be careful where and who you are getting your information from.  Most people think that all financial planners are “certified”, but that isn’t true. Just about anyone can use the title “financial planner.”

Only those who have fulfilled CFP® Board’s rigorous requirements can call themselves a CFP® professionals. CFP® professionals are held to strict ethical standards. 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 call themselves a CFP® professional.  Oh, and by the way, both Natalie Slagle and Dan Slagle or CFP® professionals. 

It's also important to make sure the person or entity you get advice from is from an institution that is regulated by the U.S. Security and Exchange Commission (SEC) or the Financial Industry Regulatory Authority FINRA.
What does it mean to be “Fee-Only”?
The Fee-Only method of compensation is the most transparent and objective method available. This model minimizes conflicts and ensures that your financial planner acts as a fiduciary. Fee-Only planners are compensated directly by their clients for advice, plan implementation and for ongoing management of assets.
Why do I need a financial plan?
Some people decide to do their own financial planning, but you may want to seek help from a CERTIFIED FINANCIAL PLANNER™ professional if you:
  • Want to better manage your finances, but aren’t sure where to start
  • Don’t have time to do your own financial planning
  • Want a professional opinion about the plan you’ve developed
  • Don’t have sufficient expertise in certain areas such as investments, insurance, taxes, or retirement planning
  • Have an immediate need or unexpected life event
Where are your clients located?
We work with clients from coast to coast. Our highest concentration of clients is in Minnesota, California, and New York.
How often do you meet with your clients?
We meet at least three times a year. We also leave time available on our calendar to have on-demand quick calls with clients at their disposal

Start your financial
journey now

Our goal is to help you understand how your asset allocation, tax allocation, and investment selections impact your financial goals. We actively manage our clients' investments. It's time to get serious about your money, together.
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Locations:
Minneapolis, MN
121 Washington Ave. N, 2nd Floor
Minneapolis, MN 55401
Portland, OR
2175 NW Raleigh Street, Suite #110
Portland, OR 97210
Fyooz Financial Planning is a Registered Investment Advisor in the States of Minnesota, California, New York, Oregon, Washington, and Texas. Prior to any work conducted outside these states, Fyooz Financial Planning would become registered in that jurisdiction or qualify for an exemption or exclusion to the registration.
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