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Natalie Slagle, CFP®

Natalie Slagle, CFP®, is a founding partner and financial advisor at Fyooz Financial Planning LLC. Natalie’s experience includes banking, tax preparation, financial planning, and wealth management. She currently resides in Portland, Oregon, with her husband and beloved small dog.

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About Natalie Slagle, CFP®

Current Role

Founding partner, financial advisor

Achievements

Firm of the Year from XY Planning Network

Expertise

Tax planning, employer benefit maximization, investments, education planning for young children, stock options, equitable household money management

Education

Bachelor's degree in business management and leadership from the University of St. Thomas


Personal Finance Experience

Natalie started her career in the banking industry. After realizing her skillset was more relational than transactional, Natalie transitioned into the financial planning and wealth management side of personal finance.

She spent her early professional years developing expertise in investments, retirement planning, tax strategies, and education planning. Before the age of 30, Natalie helped launch Fyooz Financial Planning where she serves as a founding partner and lead financial advisor. She is a certified financial planner (CFP®).

The goal of starting her firm was to work with a demographic that has typically been ignored by the financial services industry. Natalie is passionate to work with clients in their 30s and 40s as she understands the compounding effect of making the right financial decisions at this age. Natalie has been featured in major publications such as CNN, Wall Street Journal, and the New York Times.


Latest from Natalie Slagle, CFP®

Do You Have to Pay Student Loans While in School?

Do you have to pay student loans while in school? We’ve done the research and...

Should I Get a HELOC Just in Case?

A home equity line of credit can offer access to cash when you need it for emergency situations. Getting a HELOC just in...

How Often Can the Interest Rate Change on a HELOC?

A variable interest rate on a HELOC can change as often as once a month....

Student Loans for Real Estate School

Need student loans for real estate school? Federal and private student loans offer two ways to cover the costs.

Should Married Couples Consolidate Student Loans?

Consolidating student loans with a spouse can reduce the total amount of interest you owe,...

Current Student Loan Interest Rates

The Department of Education’s current student loan interest rate is a fixed rate between 4.99% and 7.54%. Private lenders, which offer fixed and...

How to Refinance Student Loans With Bad Credit

Bad credit makes paying off student loan debt challenging, but it can be done through...

Repayment Options If You Need Private Student Loan Help

Getting help with private student loan debt can be tougher than with federal student loans,...