Natalie Slagle, CFP®

Financial planning for successful couples who take retirement planning seriously

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EQUAL VOICES Wealth Natalie Slagle, CFP®
Portland, OR

Serving Clients Nationwide

Financial planning for successful couples who take retirement planning seriously

18 Certified Advisor Reviews™
5 out of 5 Stars
Jump to Reviews

Areas of Focus

  • Business Owners
  • Cash Flow
  • Education Funding
  • Employee Benefits
  • Equity Compensation Options
  • Insurance
  • Investment Management
  • Retirement Planning
  • Tax-Efficient Planning

About Natalie Slagle, CFP®

Hi, I'm Natalie Slagle, a CERTIFIED FINANCIAL PLANNER™ (CFP®), co-founder of EQUAL VOICES, and the firm’s Director of Tax Strategy + Cash Flow.

I still remember the first time I came home with money I'd earned myself. I was a waitress at Twigs in Rochester, Minnesota, and I'll never forget holding my cash tips in a white envelope. That money was my entry point to whatever I needed, like a new pair of jeans. Growing up, I watched my mom and sister work hard, and I wondered whether there was a way to be hard-working without having to work quite as much, so there'd be time for a richer life.

That question led me to financial planning. I got my start with a rare opportunity: an all-women team at a successful financial firm, and I was inspired, to say the least. After earning my CFP®, I rose up, married a great guy (Dan), and took a new job in Portland, Oregon. That was a big change. Suddenly I was in a more typical setting, an old-school, sexist, male-dominated financial firm.

Dan and I soon realized that if we had our own firm, we could do better for families. Equal Voices is the firm we dreamed of. As co-founder and Director of Tax Strategy + Cash Flow, I get to serve amazing couples from all over the US, and I still have time to raise our daughter and enjoy quiet Sundays in the park. I can help you have that too, if you want it.

A few things to know about me: I love red pepper flakes, reading smut, and a really good Persian rug. I could do without the TV being on during birthday parties, loud cars, and ordering from QR codes at restaurants.

Professional Designations

  • CERTIFIED FINANCIAL PLANNER ®

Affiliations

  • Fee Only Network
  • National Association of Personal Financial Advisors
  • XY Planning Network

Primary Location

Portland, OR, 97210

Video

Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Fee Only
  • Flat Fee

What to expect in the first meeting

Click the 'Book Intro Call' button above to schedule a free introductory conversation. We'll have a 30-min chat to talk about your concerns, goals, and ideas. If we feel a connection, we'll meet again! We'll have another [no-cost] chat, and share our plan for how we can work together. You'll get your fee estimate and another chance to ask questions. We look forward to speaking with you!

Offers Investment Management

Yes

Offers Tax Preparation

Yes

About EQUAL VOICES Wealth

Strengthening great couples is our mission. At EQUAL VOICES Wealth, we provide fee-only financial planning, investing, and tax services. We're proudly based in Portland, Oregon, and we serve amazing couples from all over the US. Finances can be divisive, and we're here to change that. We work with successful couples who already communicate well, to help them take their relationship to the next [financial] level.

We were founded by Natalie Slagle, CFP® and Dan Slagle, CFP®: married AND co-founders AND co-parents. We soon realized that if we had our own firm, we could do better for families. EQUAL VOICES is the firm we dreamt of.

We believe your relationship is the most valuable asset you have (and you know that already). We're here to make it even stronger. Our clients are typically in their 30s, 40s, 50s-ish: advanced (or advancing) in life + careers, and not that close to the 'typical' retirement stage. Many are high earners, typically with household income above $350K and/or a net worth over $1M. Some have received an inheritance or another unexpected or atypical windfall, like annual gifts.

We offer one way to work together: a continual relationship. We want to be your long-term relationship's long-term [financial] relationship.

Through financial planning, we provide accessible guidance and talk-it-out space for the important decisions, like when to retire and what to do with equity compensation. We'll weigh in on your company's benefits options, too. Through investment management, we'll set up, monitor, and actively manage your investments, so that feelings + procrastination + stuff don't stop you from maximizing your resources. That includes regular updates on your global portfolio, automatic rebalances, and proper tax management. Through EV-Tax, we provide tax projections mid-year and can file your taxes too. Through EV-Flow, we create a specialized cash flow system just for you and walk you through how to use it.

No products to sell. No commissions. No sleazy behavior. Fiduciary oath. Our fees are clear, straightforward, and transparent.

We've been quoted in the New York Times, the Wall Street Journal, and CNN. We also host Money Dates, a podcast about money issues facing couples.

Is it time to make your money game as strong as your relationship? Give us a shout, we're ready to work!

Education

University of St. Thomas, Bachelor's Degree, Leadership and Management

Hobbies and Interests

  • Family

Who We Serve

  • Business Owners
  • Corporate Executives
  • Couples
  • Dual Income Family
  • Entrepreneurs
  • Gen X
  • Gen Y / Millennials
  • Newly Engaged / Newlywed
  • Parents
  • Young Families

Wealthtender® is a trusted, independent financial directory and educational resource governed by our strict Editorial Policy, Integrity Standards, and Terms of Use. While we receive compensation from featured professionals (a natural conflict of interest), we always operate with integrity and transparency to earn your trust. Wealthtender is not a client of these providers. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.

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5 Stars

✅ Wealthtender Certified Advisor Review™
May 17, 2026
										I would absolutely recommend using Fyooz for your financial planning services. Our advisors Dan, Natalie and Jessie are very helpful and responsive and make everything really easy to understand. They ask all the right questions and ensure they are doing everything they can to make financial planning as easy as possible. Fyooz is THE BEST!									
Relationship to Financial Advisor: Client as of May 17, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Charli White
Charli White

5 Stars

✅ Wealthtender Certified Advisor Review™
May 12, 2026
										We started working with Natalie, Dan, and the team at Fyooz in a period of significant change for our household. Natalie and Dan are so fantastic at understanding all the logistics of our financial situation, but also the emotional decisions behind why our preferences or decisions are what they are. We have found so much financial peace of mind with their expertise and support, and clarity on the things we were hoping to better understand.									
Relationship to Financial Advisor: Client as of May 12, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Adrienne Smith
Adrienne Smith

5 Stars

✅ Wealthtender Certified Advisor Review™
May 11, 2026
										My husband and I appreciate Dan and Natalie’s guidance and resources so much! Such a load off our busy, working parent brains. It’s refreshing to work with other young working parents vs the stereotypical older “finance guy”. They relate to us on another level when we say things like “have you seen the cost of daycare these days?!” 😅 Everything that has come up for us - from starting my own business and learning how to handle those taxes, to setting up our trust and estate plan - has been smooth sailing with how organized these guys are.									
Relationship to Financial Advisor: Client as of May 11, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Erin Miska
Erin Miska

5 Stars

✅ Wealthtender Certified Advisor Review™
May 11, 2026
										We've been advised by Natalie and Dan for several years and would highly recommend them. They make it easy to understand everything in these unpredictable times, provide expert knowledge and advice on how to plan properly, and they're super thorough and on top of every detail. They are pros in every sense of the word, and we have peace of mind knowing we are in great hands.									
Relationship to Financial Advisor: Client as of May 11, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Sylvana Rochet
Sylvana Rochet

5 Stars

✅ Wealthtender Certified Advisor Review™
May 8, 2026
										My wife and I joined Fyooz shortly after getting married several years ago. They were incredibly helpful navigating that transition and have provided great guidance and support ever since. Highly recommend!									
Relationship to Financial Advisor: Client as of May 8, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for John Bobzien
John Bobzien

5 Stars

✅ Wealthtender Certified Advisor Review™
Feb 2, 2026
										Natalie and her team helped us get so clear about family goals. It was a great experience to work with them. Highly recommend!									
Relationship to Financial Advisor: Former Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: We did a one-time engagement together.
Avatar for Lisa Steenson
Lisa Steenson

5 Stars

✅ Wealthtender Certified Advisor Review™
Jan 21, 2026
										Natalie, Dan, and the team at Fyooz Financial Planning were wonderful to work with. They did a great job in the beginning to listen to us, meet us where we were, and develop a financial plan that allows us to feel confident in meeting our goals. Would highly recommend them!									
Relationship to Financial Advisor: Former Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: We did a one-time engagement together.
Avatar for River Steenson
River Steenson

5 Stars

✅ Wealthtender Certified Advisor Review™
Jul 27, 2025
										They are the best!									
Relationship to Financial Advisor: Former Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: Former project-plan client.
Avatar for Luke McFadden
Luke McFadden

5 Stars

✅ Wealthtender Certified Advisor Review™
Jul 9, 2025
										We have gotten so much benefit in our short time working with Fyooz Financial Planning. We considered ourselves financially savvy and organized, but Dan & Natalie have leveled up our portfolio and challenged us to look at our money and future plans in a different way. They’ve closed gaps we didn’t realize we had open, gave us reassurance we desperately needed, and have helped us simplify our financial life. They do things differently than any financial planner I’ve worked with, and lead with their hearts and relationship first. The service has been A+ and I love the extras, like a Fyooz tote bag, sweet little charity donation on my birthday, and their new podcast Money Dates.									
Relationship to Financial Advisor: Client as of Jul 9, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Heather Reeves
Heather Reeves

5 Stars

✅ Wealthtender Certified Advisor Review™
May 5, 2024
										We greatly enjoyed working with Natalie at Fyooz last year and would highly recommend Fyooz to anyone! Having multiple service level & price options to choose from was unexpected and helpful, and we felt we received excellent guidance. Natalie went beyond just learning about our money - she also focused on our values and goals to help make sure our financial plan reflected both.									
Relationship to Financial Advisor: Former Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: Former project-plan client.
Avatar for Daniel Borup
Daniel Borup

5 Stars

✅ Wealthtender Certified Advisor Review™
Jun 12, 2023
										Not only are Dan and Natalie both incredibly knowledgeable as CFPs, but they’re both very kind and helpful. My wife and I assumed financial planners were for the ultra rich only, and for people much older than us. Natalie and Dan have shown us how wrong we were! We couldn’t recommend them enough.									
Relationship to Financial Advisor: Client as of Jun 12, 2023
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Adam
Adam

5 Stars

✅ Wealthtender Certified Advisor Review™
Mar 27, 2023
										I've been working with Natalie on some complicated financial issues and she's wonderful! She's super knowledgeable, kind, and supportive. It's been an easeful and pleasant experience working with her. I highly recommend Fyooz.									
Relationship to Financial Advisor: Former Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: We did a one-time engagement together.
Avatar for Haley Hessler
Haley Hessler

5 Stars

✅ Wealthtender Certified Advisor Review™
Jan 15, 2023
										My wife and I have been extremely pleased with Fyooz. Natalie and Dan provide exceptional service. They spent the time to get to know our goals, backgrounds and risk tolerances and only then provided us with a specific plan tailored to our situation and objectives. Unlike typical brokers, their recommendations are not biased by commissions, which I think is critical. I also very much appreciate the fact that they don’t simply provide recommendations, but give the reasons for their advice — that gives us peace of mind during the inevitable periods of market volatility. Finally, they are a pleasure to work with in all respects — prompt to respond to questions, thoughtful, proactive, and they obviously care very much about their clients.									
Relationship to Financial Advisor: Client as of Jan 15, 2023
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Robert Dell Angelo
Robert Dell Angelo

5 Stars

✅ Wealthtender Certified Advisor Review™
Aug 29, 2021
										Natalie and Dan are very professional and knowledgeable in the areas of financial planning and investment management. I enjoy reading their blog posts and they are always quick to respond to any questions that I have. Hire them!									
Relationship to Financial Advisor: This reviewer has never been a client.
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Jonathan Rooney
Jonathan Rooney

5 Stars

✅ Wealthtender Certified Advisor Review™
Aug 12, 2020
										My husband and I were looking for financial advisors that were knowledgeable and that we would be comfortable with. Dan and Natalie fit the bill perfectly! Honest, hardworking and reliable! We really loved working with them and will continue to recommend them to anyone that is looking for financial planning!									
Relationship to Financial Advisor: Former Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: Former project-plan client.
Avatar for Kanika Couchene
Kanika Couchene

5 Stars

✅ Wealthtender Certified Advisor Review™
Apr 3, 2020
										Natalie and Dan offer a refreshingly modern approach to setting up and securing your financial future. Whether you enjoy diving into your personal investments/retirement plan/major financial decisions or you’re looking for someone else to watch over those things for you, they will accommodate the meetings to what you’re actually interested in. Otherwise, they keep great records of the stuff you just prefer a recap on. They bring fun to finances and are incredibly knowledgeable. I appreciate their Instagram posts/videos because I learn something new and they are very down to earth. Highly recommend!!!									
Relationship to Financial Advisor: This reviewer has never been a client.
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Molly Fuchsel
Molly Fuchsel

5 Stars

✅ Wealthtender Certified Advisor Review™
Feb 16, 2020
										   									
Relationship to Financial Advisor: Former Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: Former project-plan client.
Avatar for Jessica Bittmann
Jessica Bittmann

5 Stars

✅ Wealthtender Certified Advisor Review™
Feb 11, 2020
										   									
Relationship to Financial Advisor: Former Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: Former project-plan client.
Avatar for Mark Lais
Mark Lais