Natalie Slagle, CFP®
Financial planning for successful couples who take retirement planning seriously
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Financial planning for successful couples who take retirement planning seriously
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
- National Association of Personal Financial Advisors
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
SEC Lookup
View DisclosureWho We Serve
- Business Owners
- Corporate Executives
- Couples
- Dual Income Family
- Entrepreneurs
- Gen X
- Gen Y / Millennials
- Newly Engaged / Newlywed
- Parents
- Young Families
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Write a Review
By clicking submit, you acknowledge this review is based on your own experience and reflects your genuine opinion. You also agree to our review policy, privacy policy, and terms and conditions, and give this financial advisor permission to publicly display your review on their website.
5 Stars
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!
5 Stars
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.
5 Stars
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.
5 Stars
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.
5 Stars
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!
5 Stars
Natalie and her team helped us get so clear about family goals. It was a great experience to work with them. Highly recommend!
5 Stars
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!
5 Stars
They are the best!
5 Stars
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.
5 Stars
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.
5 Stars
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.
5 Stars
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.
5 Stars
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.
5 Stars
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!
5 Stars
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!
5 Stars
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!!!
5 Stars
   
5 Stars
   
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