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Fyooz Financial Planning

Fyooz Financial Planning: Aligning money with your values.

5(5 reviews)
financial-advising
$$$
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About

Fyooz Financial Planning is a Minneapolis-based financial planning consultant led by CFPs Dan and Natalie. Located at 121 N Washington Ave, they tailor plans to each client’s goals and risk tolerance, offering multiple service levels and price options. Clients praise unbiased guidance with clear reasoning, a modern, approachable style, and responsive service—plus educational Instagram content.

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Location

121 N Washington Ave 2nd Floor, Minneapolis, MN 55401, USA

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Services

Comprehensive Financial Planning

Tailored plans covering investments, retirement, and major financial decisions based on your goals and values.

Investment Management

Unbiased, commission-free investment recommendations with clear reasoning to ensure peace of mind during market volatility.

Retirement Planning

Strategies to secure your financial future, customized to your risk tolerance and long-term objectives.

Financial Coaching

Personalized guidance and education to help you understand and manage your finances confidently.

Ongoing Advisory Services

Proactive support, regular recaps, and prompt responses to questions to keep your plan on track.

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