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®
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...
How to Refinance Student Loans With Bad Credit
Bad credit makes paying off student loan debt challenging, but it can be done through...