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.

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.

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.

Some people decide to do their own financial planning, but you may want to seek help from a CERTIFIED FINANCIAL PLANNER™ professional if you:

We work with clients from coast to coast. Our highest concentration of clients is in Minnesota, California, and New York.

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