About Natalie Slagle, CFP®
Current Role
Founding partner, financial advisor
Expertise
- Tax Planning
- Employer Benefit Maximization
- Investments
- Education Planning For Young Children
- Stock Options
- Equitable Household Money Management
Achievements
- Firm Of The Year From XY Planning Network
Certifications & Degrees
- Certified Financial Planner™
- 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.
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...
Best Food Truck Loans
When starting a food truck business, you'll probably need to tap into various sources of funding. Food truck loans can include small business...
How to Transfer Your IRA to a Gold IRA
A gold IRA is a type of retirement account that allows you to invest in gold and other precious metals. Transferring cash from...
How to Get Help With Back Taxes
Back taxes come with a variety of consequences, including fees, liens, wage garnishment, and more. Fortunately, there are several ways to avoid these...
Long-Term Personal Loans
Long-term personal loans can offer more flexibility with your monthly payment amount, but typically cost more than a short-term loan. With a longer...
How to Refinance a HELOC
Refinancing a HELOC can help you achieve more manageable payments, lower your interest rate, or access more cash for additional expenses. This guide...