"Who knew that late-night study sessions for financial exams could lead to both a thriving marriage and a successful business?"

Financial planning power duo Natalie Slagle and Dan Slagle break down how Fyooz Financial came to life—and why they built it for couples like themselves.

They met in college, reconnected after graduation, and started dating while cramming for finance exams. Over time, they both landed jobs at traditional firms. The work was solid, but something felt off. Most clients were much older, and the advice didn’t match the decisions younger people were making—things like moving, getting married, or starting families.

So they decided to build what was missing. Fyooz reflects what they wanted to create: a place where two people could bring different money experiences and still build something strong together.

Natalie and Dan share how their own backgrounds shaped their thinking. Natalie learned to work hard and take money management seriously early on. Dan picked up a love of gift-giving and self-employment from his family. Those habits still show up in how they handle money today—sometimes in sync, sometimes not.

They talk about money mistakes, mindset gaps, and how even as financial planners, they don’t always agree.

They leave us with two questions: What was money like for you growing up? and How does that show up now?

Fyooz wasn’t born in a boardroom—it grew out of real conversations, real day-to-day tension within a relationship, and the belief that financial planning should feel more human.

Key Topics:

• Their Origin Story & Early Careers (02:24)
• The Move That Sparked Change (06:06)
• Why They Built Fyooz Financial (08:34)
• What “Fyooz” Means (11:39)
• Money Values & Childhood Lessons (13:25)
• How Money Shaped Their Relationship (24:38)
• Questions You Should Ask Your Partner (28:29)

Natalie Slagle, CFP® and Dan Slagle, CFP® are the founding partners and lead financial planners at Fyooz Financial Planning — an independent firm dedicated to helping high-earning couples in their 30s and 40s confidently navigate the complexities of managing money together.

At Fyooz, they specialize in turning financial stress into strategy, guiding couples through everything from cash flow and investing to aligning money with shared goals.

Disclaimer: For updated disclosures, please visit fyoozfinancial.com.