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®
Personal Loan Insurance
Personal loan insurance is a type of credit insurance that offers financial protection in the event that you can’t make payments due to...
Personal Loans for Rent
A personal loan has fixed interest rates and monthly payments that stay the same throughout the loan term. You can borrow personal loans...
What Is the Highest Legal Interest Rate on a Personal Loan?
Before you take out a personal loan, you should understand its interest rate. After all,...
How to Get Out of a Reverse Mortgage
If you’re rethinking your reverse mortgage, know that you have options. A reverse mortgage lets you tap into your home equity without making...
Bridge Loans for Fix-and-Flip Properties
Fix-and-flip bridge loans offer short-term financing to buy, remodel, and resell properties for a profit. You might use a fix-and-flip loan to cover...
What Is a 529 College Savings Plan?
Figuring out how to cover the cost of college for yourself or a loved one can be challenging. If you’re looking for a...
How to Consolidate Private Student Loans
Consolidating private student loans can have several benefits, such as combining multiple payments into one and securing a lower interest rate. Depending on...
Best HELOCs With No Closing Costs
Home equity lines of credit (HELOCs) allow homeowners to borrow against their property’s equity, but lenders typically charge various closing fees to recoup...
Pet Insurance That Covers Everything
Just like humans, pets can suffer illnesses, injuries, and diseases that require costly medical care. Pet insurance covers you in many of these...
What Is a Gold-Backed IRA?
A gold-backed individual retirement account (IRA) allows workers to invest in gold or other precious metals. Often simply called a gold IRA, anyone...