(auto-translated) SPEAKERS

Natalie Slagle, Dan Slagle

Natalie Slagle  00:00

I wanted to rebrand because I felt that the brand we made was not keeping up with who we are today and who our clients are today. I mean, we have clients that have been with us since the beginning, since a really long time, over seven years, and their lives have changed. Our lives have changed, and our I know our lives will continue to change. So we wanted to think: what is a brand that will embody the changes we've gone through and the changes we have yet to go through? Welcome to Money Dates, the podcast that makes money conversations with your partner feel a little less taboo. I'm Natalie Slagle, a certified financial planner, and I'm joined by my husband and business partner Dan Slagle, also a certified financial planner. Say hi, Dan.

Dan Slagle  00:57

Hello.

Natalie Slagle  00:58

In each episode, we'll share honest stories and practical tips to help you and your partner feel more connected and confident on your financial journey. So grab your drink, get comfortable, and join us for our money dates.

Dan Slagle  01:13

Before we get started, can we talk about how wonderful of a job you did for those who are watching this on the wallpaper behind you.

Natalie Slagle  01:22

Yes, we haven't even talked about my wallpaper. Oh my gosh, I feel like the last. Actually, I was thinking about this. The last few episodes we've recorded, I've been at the office and you've been at home. But today is flipped. You're at the office and I'm at home. And our at-home office, which I'm realizing when we put everything back together. Now you can see the bed, and I don't like that you can see the bed and the frame. But whatever. But I wallpapered this room, and it is so fun. I actually like how I kind of pop from it. It looks so good. It was so hard. I thought it was going to take me two hours. It probably took me. I mean, it took me a whole week, one the first day. I think I spent six hours on it, and I had two or three panels up of 13 panels that I needed to put up.

Dan Slagle  02:10

This is something our our listeners can relate to, right? Like the project that a partnership takes on, especially the home project, where it's like, okay, yeah, let's do this together, and we have coordinated times. We've we've dedicated a night for this project, or in our case, we dedicated a Saturday afternoon nap time for this project, thinking we could get it all done in a three hour time frame. And I think we got like an hour into it, and you were like, Dan, you should just leave.

Natalie Slagle  02:39

Yeah, I kicked you out because it was really difficult to tell you how to hold things and move it a centimeter over, and I could tell you were getting frustrated. I was certainly frustrated, and I'm like, I can only deal with one frustrated person, and that is myself. So please leave, and then I did the rest myself. And there are certainly spots where growth and my skills can improve, but when you look at the background now, it all it looks great. Like you can't see the the spots where I messed up the pattern a little bit. It's actually my I hated it because my worst panel is like directly behind me. But like you're looking at, I'm like you can't really tell. Oop, right here. For those who are watching on the video, you can actually tell that that's that's a spot. That's a mistake. But I bet you wouldn't know it. See, I got to move my shoulder. Okay, there. Now you can't. You can't see it. Anyways, that is what we were working on at home, but what we've been working on professionally for over a year has been a rebrand of our business, and we have poured our heart and our soul into this. Literally, like it is everything that you'll see on our website, our name, our our language, like, is Dan and I to a T, and so we're so pumped to share more about our experience, about why we've we've made the decisions we've made. This is really a new foundation for our business, and I'm I'm really excited about it. Fuse financial planning is retiring.

Dan Slagle  04:25

Is it's getting put back into like the box? It has a special place in in our hearts. You know, hopefully our our clients. You know, we get emails from clients all the time, like, "Hey, Fuse fam! Hey, Fuse friends! Hey, Fuse folks! I am gonna miss our clients have been very clever at how they they never just say like hey Dan hey Natalie it's always like this clever way to incorporate Fuse which I I appreciate but it is time just based on where we are in our business where we are in our life where we want to be and we're gonna not only go through this rebrand talk about why. We decided to do this. Who our new clientele is, but just a refresher on that. You know, is it was a great exercise to like come up with new core values as a business, right? Like something you and I identified over time. I'd say in a seven year period, these are like the important markers that we developed before we even came up with the new name, right? And like the color scheme and the website, all all of that, those fun things that that come with it. So, I think we should just lean into again teaser. We'll share the name of the new business at the end of this episode. But first, I think we should start with just like, why, Natalie? Why did we? Why did you want to to rebrand in the first place?

Natalie Slagle  05:46

I wanted to rebrand because I felt that the brand we made was not keeping up with who we are today and who our clients are today. I mean, we have clients that have been with us since the beginning, since a really long time, over seven years, and their lives have changed. Our lives have changed, and our I know our lives will continue to change. And so, we wanted to think past what is a brand that will embody the changes we've gone through, and the changes we have yet to go through, and and how do we make sure that the brand will continue to grow and evolve as as we do? And we just thought that the business that we made, I mean, we developed and created in our 20s, in our 20s, wasn't who we are, and who we're going to set out to be going forward-that was a big reason on on why I had this. And I'm I'm saying I isn't, you know, this was a we thing, but I'm just speaking for myself. Like why I was-I think we're ready for a change, and I think this is necessary. But Dan, I I want to hear from you. What? Why did you want to do this?

Dan Slagle  07:02

So we started Fuse in gosh, what year was it? 2019 officially. But even before 2019, we were we obviously had to brainstorming and come up with the idea, the concept of of our new business at the time, which was unnamed. And still remember the day, like when we were going for a walk in in our neighborhood, our old neighborhood, and we came up with the name Fuse because we had thrown out a lot of ideas. And when we came up with Fuse, we were like, "That's like that could work. However, you and I at that time were like, "It's not cool enough. It needs to be like a little different. And so then, then we decided. Okay, let's look up what's the phonetic spelling of the word fuse, and it's F Y O O with like the the line over the 2o's Z, and that that was it for us. Like that that really connected because that was around the time frame, right? If you go back to like 2017, 2018, 2019, like you had Uber, you had Lyft, and I think maybe we took some inspiration from Lyft, where it was just like it's not spelled L-I-F-T. Like there's a Y in there. It's just a little unique. It's a little more hip. It's a little more like millennial focus, which again was like one of the the reasons why we started our business in the first place. Like having conversations with with our generation and network, and just knowing all these financial things were taking place, and there wasn't really an outlet to get that that financial advice from, but there was a different name, a name that kind of took us into, as you were saying, like this next phase of our our life, and something that could be a little more long lasting overall. That to me was that's a long-winded answer to your question, but a lot of it had to do with just the name in itself.

Natalie Slagle  08:48

Yeah, the name needed to to elevate, and I think we we thought a lot about that that word elevate and how do we elevate our brand? How do we elevate our who we are in the world, and we wanted to make sure our new name in just was elevated to where we are today, and where our clients are as well. But besides the name change, I mean that the name change-it's important, and there's a lot. Like when I think about the exercises we went through on what name we wanted to pick for our company. I mean, it's still our company. It's still our same processes. It's still our same client experience. So none of that's changing. You know, the company name is important. We spend a lot of time on that, but it it's still like, what are we trying to solve? What are we, Dan and Natalie? What is the business and the service offering that we're trying to solve for the world and for our clients, and that has not changed. We went through this whole branding experience so that we could get better at showing the world what we're capable of, showing the world what we do for our clients, what we provide for our. Clients, because as great of financial planners we are, maybe we've always needed help on the marketing side, right, and like the branding side and thinking. And so we've we've been working with someone, and she's just been absolutely incredible. And so she has kind of helped us. Okay, tell me what you do, tell me how you do it. Why you created your firm? You know, seven over seven years ago, and how do we put that in a brand, right? And so I think it's also important to remind people and ourselves, like, what was the problem we were trying to solve when we created our business?

Dan Slagle  10:41

Yeah. Well, the main problem that you and I saw was the firms that we we worked for and and at. They still felt really built for households that were like solely focused around, like specifically in in this example that I'll I'll give a heterosexual couple where where like the man worked and and handled the finances, right? Like that was something we saw quite a bit. Like 90 plus percent of the time is the you know again in a heterosexual relationship that the man was like the lead of the finances. Like typically, like brought in like the higher income. And again, we're working with like these other firms. We're working with a different generation, but the reality is, times have changed, right? And that's that's no secret. Especially like if you go through the data of our our client base, who we work with, more often than not, actually the female is the breadwinner in a heterosexual relationship, right? So times have have changed not only like for our generation specifically, like not only are there more dual-income households, right? So two like very two working spouses or partners, but but both partners want to be involved in the financial decisions, and to me, that's what we felt was missing, like at our larger institutions catering towards a large, like an older demographic, like those were the big things that we saw right away, and we said that needs to be fixed for our generation, which is absolutely up and coming. That we want to continue to help and and serve and help them be stewards and make better, more educated, responsible financial decisions that have longer lasting impact than maybe you know a client that's 80 years old, for example, right? Like we're talking still like being able to have more generational impact, not only for the millennial generation, but like even thinking about past that, right? Like their kids and what that turns into in the future as well,

Natalie Slagle  12:39

right? We had so many experiences with clients at these previous firms where the wife just wasn't involved and felt intimidated, almost like didn't know where their place was in the relationship with the financial advisor, and sometimes it was like this is just how it is. It doesn't bother me. And then other times it it was a problem, but it was a problem that was so hard to overcome. And we we thought like, why aren't we working on this earlier with clients? Why aren't we creating an environment that invites both partners to participate? And it doesn't mean that both partners are going to be equally engaged or equally knowledgeable on the topics, but we want each person to have a voice in the matter, and we want everyone to be heard, and we want we just want to make sure we create that space, and it's up to the clients on whether they they take it or they don't, because sometimes people are like, "I hear you, I understand your your mission, I understand what you two are trying to do, but I'm I'm good over here. And we're like, "That's fine as as long as you know. But for the most part, our clients, both partners, are engaged. They're both emailing us. They're both calling us, they're both in the meetings, and this might sound like, well, duh, Natalie, of course, but I'm telling you, as someone who worked with older generations and firms that were established decades before ours, who were probably established by those generations, right? Like the way we operate and the way our clients show up is so different than a majority of our space. It is very, very different, and I'm so glad that we were able to crack that code.

Dan Slagle  14:33

Yeah, it wasn't a hard code to crack, you know, especially if you're you're like wanting to work with again our more our generation, like it just seems like that's just the way households operate now. Not to say that that is like common in every single household. Still, like I'm sure there's still a lot of like call it like older fashion style management of money, or maybe of how the household is is run. But whatever works for your family. Whatever you all decide, like that's that's totally fine too. I feel like the one of our missions, like to help money be a tool that one of Fuse's former missions, I should say, is like using money as a tool to bring couples closer together, versus like we all know we've all seen the research of like finances are one of the top reasons for separation as well. So, anything that allows a couple to become closer, and if we can use money as a as a tool to do so, like that still carries forward to the new brand that that we've created. Like that, these things that we're talking about right now, they did they don't go away. As Natalie you pointed out, it's a way it for us. This exercise was how do we highlight this even more and more, so people are aware like this is this is what they're about.

Natalie Slagle  15:48

Yeah, we want to work with great couples, and we do work with great couples. I mean, I think what when I think about other reasons why we did this and what's what's led us to where we are today is when we opened the doors, we had zero clients, zero. We were like, "Any hello, Dan? Do you remember? I remember we. I bet you could find it on our Instagram. If by the time this comes out, maybe I've taken it down. But we offered three financial planning topics for 199, $199. We were so desperate for clients because we had none. We needed to work with people so that I mean we made no money. We were burning our savings. We were living with my mom. Like I think we shared it a little bit, like maybe in one of the first episodes on this podcast, but we needed anyone and anything we could get, and through that process, we just so happened to find some amazing clients right away. That again, that they've been here since essentially our doors have been open. But we've also worked with a lot of people along the way that were like, "Oh, this this is not who we're trying to work with, and I think that experience of working with tons of different couples over this last seven years has really honed in on. Okay, who do we want to work with? What are they like? What are they like politically? What are they like from a family unit perspective? What are they like from a financial perspective? We've really honed in on. Oh, these are the type of people that we like to work with, and it's there's so many different financial planners out there that I don't feel guilty anymore to just say like, oh, you you're like this, and this is your situation. That's not what we built our firm for. Here's some other people, or here's a resource where you could find the perfect financial planner, and that's what we wanted to do. We wanted to like make really kind of be a little bit more specific on okay, this is who we want to work with. This is who we built our firm for, and so I think we should talk about that.

Dan Slagle  17:55

Sure, and yeah, first and foremost, like we're built for couples, as as you you know you've kind of hinted in in there, like the number one important aspect for us within a relationship or a couple who we work with is is like the respect and love is like very apparent, right? So, like because honestly, like that's kind of a that can come off as to like what may I expect to see from you as like how you interact with me as a professional and you as a professional is like I want someone who is very respectful, and I want someone who's willing to potentially change, eager to to take advice and and kind of run with it. So those are important qualities that we want to see in the clients that we serve?

Natalie Slagle  18:42

Let me interject there because I I want to give some behind the scenes thoughts when we meet with prospective clients. So people who are interviewing us to see if if we're the people they want to hire. Dan, you and I would take note of this. Like, are the clients obviously this isn't possible when clients aren't in the same room together, and they're on different Zoom meetings. But are the clients making eye contact with each other? Like, if they're in the same meeting, do they like stop and just look at each other? And for some reason, that was a dead giveaway. Because if they never did, we're like, hmm. And there's something about like, how are they physically engaging each other when they're interviewing someone? Is kind of a tell on like is this going to be a good fit for us. Also, the I versus we statements has been another big thing. Do they only say I want this, I want that, or did they say I want this and I know my partner wants that? And we've talked about this. The way they describe what they need and whether or not they engage their partner in that, like those have been little things that we have learned. That if they're not making eye contact with each other, if they're only saying eye statements, and they don't even bring up their partner, even though their partner is in the room as well, that can be. Like a a telling aspect of oh maybe there's not like the love and respect that we we experience with our current clients and we love it so much and it I think it makes our relationship Dan better seeing other incredible couples that's been like this behind the scenes conversation that Dan and I have and it's I feel kind of silly because I'm like, wait, do in order to work with Dan and Natalie, do we have to like fill out the love test questionnaire to see if I love my partner? And and it's not like that,

Dan Slagle  20:30

but not at all.

Natalie Slagle  20:31

I think people who are listening to this can say, I get what you're saying because like people know do they love each other, do they respect each other, and there are easy ways for us now, being that we've interviewed hundreds of couples to work with us. Like it's easy for us to say, like, do you pass the love test? Do you pass the respect test?

Dan Slagle  20:54

Well, hold on, hold on. Before you continue on, you need to give yourself a little humble brag of this is something that we noticed very early on in our business, right? There's, and we can link to it in the show notes. We were interviewed for a New York Times article talking about how to make your marriage financially equal, and the big thing that we called out in that article is the use of pronouns, essentially, exactly to what you were talking about, so we'll provide a link to that. That was that was a really fun feature article that that we had early on in our business, and something you know I always look back at. I'm super proud of to be in that big of a publication and have our mission really like called out in that article. So where are we going next? Where are we going next? So we've talked. Okay, let's talk

Natalie Slagle  21:40

about more about who we're built for. So our couples tend to promote progressive views, progressive values. It this isn't a requirement, but a a lot of times our our couples have kids or are thinking about having kids. And the reason why I bring that up is because kids have a huge financial impact, and so, and now that we're in that boat, and we didn't get into that boat until two years ago. So actually, most of our business we have not been parents, and now we are parents. So now we kind of get it, right? We get what the dynamics on your relationship and then on your finances have when kids are in the picture. But let's be kind of straightforward with the financials, right? Of of the type of client that is a good fit for us. Because I used to say, and I think this is kind of true. It's like if you feel like you need Dave Ramsey in your life, we're probably not the the best fit for you. But if you have long graduated from whatever Dave Ramsey is saying these days, then that would be the type of client that we want to work with. Plus, actually, this makes me think we should have a whole podcast on all the disagreements Natalie has with Dave Ramsey. I digress because I'm not going to go into that. But our clients typically have a higher net worth. So, and I'm saying a higher net worth for your age. So, our average client age now is I think young 40s, so we have clients a little bit below that and a little little bit over that. Sometimes a lot of bit over that, but average in their 40s with a million dollar net worth or more, and that would be investable assets, your home, things like that. And some of our clients, they're like, "Oh, I've never even added up my net worth. I didn't know I was quote unquote worth a million dollars, and I'm like, there you go. So that's something that I think is important to consider. So some other aspects of the financials is our clients are high earners, and I don't think that surprises anyone on this podcast because most of our like a lot of our topics have to do with people who, who are high earners, and so I would say north of 400,000 household income tends to be what we see and who we work with. And what happens though, like you don't have to check all these boxes because we have clients who make maybe they make $50,000, but they have a really big investment portfolio, and there's a lot of complications, and there's inheritances, and there's all these things. So we like to start with: Are you a loving, respectful person? And are your values in alignment with ours? If that's yes, and you need financial help, you just meet with us, and we tell you if we if we're the right people or not. But if you don't pass those first two tests on love and respect, then call up the advisor down the street.

Dan Slagle  24:32

Okay, so we've talked about the the numbers, you know, more of the the quantitative aspects. I think the other things that as we've gone through the exercise of like identifying who our our target client is with with this rebrand, there's also important things of like looking at our client base and like identifying what industries our majority of our clients in, right? So like we have high concentration in like the medical field, so like physician. We have some nurses, like doctors. Engineering is actually a big one, and then tech industry. And I think with tech industry, that comes along with like the complications of stock compensation and how to manage that prudently. The other piece of it outside of like career and like specific industry that I think is important to highlight is like our our clients strive to be highly successful, both professionally and and personally, in their their own way. But they are very successful in terms of how I identify it. Not to say this is the right way to go about doing it, but like when you look at income, the asset level, the industry, job title, a lot of these things are important in terms of like identifying success,

Natalie Slagle  25:43

absolutely, yeah, and I think a lot of that too. Like when they're thinking about their career and how they spend their time. Speaking of success, I would add to the success measure: our clients, they want to be successful in their time management as well, and so it just feels like no one wants to be a slave to their employer if they have children or nieces and nephew, you know, close family nearby. They they want to be a part of their lives. They want to be successful in how they show up for the people that matter to them. And so sometimes, in order to feel successful in that realm, they have to make, you know, like what you're talking about. These they have to evaluate their career, their time, their their income, you know, and and make decisions that way. So, I think we're painting a a pretty good picture on who's a good fit for our firm. Now, that's our firm. This is our podcast. Anyone can listen to our podcast. You know that we're giving it to the world. This is for free. You know we don't have ads on this podcast. I don't. I don't think right. There's a different. If you just like hearing hearing our voice, and maybe you're not a good fit for a firm, that's great. That's amazing. But we do want to make sure we're being specific on on the type of client that's a good fit, and if you don't fit those parameters just yet, you still want to listen. We invite that, and we're grateful for all of our listeners, regardless of your situation. And we hope that when and if your situation ever aligns with the type of clients we want to work with, that you would give us a call.

Dan Slagle  27:16

Okay, what next, Natalie?

Natalie Slagle  27:18

What next? Let's talk about our offering, a little bit. We are obviously financial planners. We are designed to be in a long-term relationship with our clients, what we call in our industry ongoing financial planning, and we have this whole process up when you come on board. We have a lot of meetings up front, and that's because we have to get caught up. Like you've had your whole financial lives, and now we're trying to understand how did you get here? What are your numbers like? Let's look at tax returns. Let's look at investment statements. So it takes a lot of for us to get to know you financially and to get to know you personally. And then from there we go into our ongoing client cadence, which I love because it it makes sure that we discuss all the important things that happen in someone's financial lives throughout the year. Not only that, it it just helps us stay on track of what's going on for when something shifts. I think every one of our clients, something has changed, something unpredictable has happened that we've had to make an adjustments, and it's because of all of this relationship building. It's because of all of this analysis that we're like we're ready. Okay, this big thing happened. We're ready to make the best decisions with what we all know today, but without that foundation laid, it would make that experience a lot more difficult. Does that make sense?

Dan Slagle  28:47

Yeah, yeah, of course. Actually, right before this podcast, I was on the phone with one of my first bosses ever. Like, he called me. He retired like 10 years ago, and I was at you know I asked him. I was like, "Do you hear from any of like your your old clients, and he he said yeah, and he he started listing some old clients, so it was fun to like reminisce about like back in the day what we were helping them with and and like updates on on their personal life now, and he said that was the best part of the job, like was it's a relationship business, like and I remember when I first started working for him. That was like the one piece of advice he gave me. He was like, "This is a relationship business. It's the most important part. Like, yes, you need to be transparent with your clients. You need to build that trust, and you just need to be like a real human with them. And especially in the day and age we are at now, I still think there's a lot of value in that statement, and yeah, it comes down to just like this is a relationship business, and I I just like that will always stick with me. So to your point, like ongoing work is the best work that we can do for our clients because we're not. It takes us a. Lot of time to get caught up, and then not only do we need to be caught up with what's going on financially, life changes. Your situation when you sign up with us a year from now could be totally different. Whether it's like welcoming your first child or like your third child or an inheritance or a new job, like there's so many things that can change, and something that we tell our clients transparently is like, especially when we go through things like long-term projections, retirement projections. We have to like I like to be very upfront. We are looking at a point in like point in time snapshot of what we know today, and the likelihood that this plays out to how we see things today is probably not going to happen. So that's why there's so much value in just constantly reviewing and amending the financial plan as life changes, and that that's where we feel like we can do our best work for our clients. And I feel like that's where our clients also feel like we do our best work is on an ongoing, long-term, proactive basis,

Natalie Slagle  31:03

having us as the third party, right? The our clients are so busy, and so to think that they have this dedicated time every few months or so to sit down and hone in on their finances and the decisions they're making, and have those there together, and then we're here to help administer that conversation. I could almost guarantee that these conversations wouldn't be happening without us, right? And so you have not only hired someone to do all the technical stuff, but you also hired someone to have the conversations that you wouldn't otherwise be having with your partner. And that's why now that our lives are busier, someday I'm gonna actually like take myself up on this. That I'm like, Dan, we need a financial planner because yes, the technical stuff is there. I really need someone that helps us dedicate time and energy to this really important part of our lives. That, to be honest, like when I shut the laptop at the end of the day, I'm not like, "Woohoo! One more financial plan, and that's mine. Like I, I'm like, "Oh no, I have to think about this. And it's like, I get so pumped up for our client stuff, and then when it comes to mine, I'm like, "I don't want to do it. But anyways, it's having a dedicated partner for your partnership is it can be really beneficial?

Dan Slagle  32:23

Yeah, absolutely.

Natalie Slagle  32:25

I think it's time to reveal who Fuse Financial Planning

Dan Slagle  32:30

is now. I'll let you share the name, but I would like to share this first. So the new name of our business actually stems from something that I have heard over and over in client conversations, and where it has come up the most is during one of the first ongoing meetings, like regular cadence meetings of the year. We ask very pointed qualitative questions, right? Of like looking back at the past year, what do you feel like has gone well? Do you feel like you could continue to work on? When I asked the question, "What has gone well? especially even since since not only the past year but engaging with us, I heard this like phrase come up a lot, and it it talked about how clients would talk about how they both felt like they had a voice in the conversation, the money conversation, whereas it never normally felt like that. Not to say that they weren't working on their their finances together and and collectively, but it like we just gave them the tools where they both had like feel like a confident voice in what they were saying, and could articulate it, and both knew what was going on with their financial landscape to make educated decisions. And again, going back to what we talked about very early on in this episode, that was like one of the main drivers of why we started our business. Right. So to me, that's a sign of of success. When I asked this question earlier in the year, this phrase kept coming up. It kept coming up. It kept coming up, and it ultimately led to what Fuse Financial Planning will now be transitioning into, which

Natalie Slagle  34:18

is equal voices wealth.

Dan Slagle  34:20

Equal voices, well, I love it. It still embodies everything that we've built up to this point, and embodies what Fuse was. But again, I do feel like it's just it's meeting us where we're at in our personal life, where a lot of our clients are at, and something that we can continue to navigate and build towards in the future.

Natalie Slagle  34:43

We're really excited for our our new firm. We're really excited that it is a showcase of our clients that we have today and the clients that we have yet to meet and. And it really, I love that you shared that, Dan, because it we are where we are today. Our business is equal voices is is where it is today because of our our clients, and we're so so stinking grateful for each and every one of them. I wish they could just all be my neighbors, and I think about it all the time. I'm like, how do I get everybody to live by me? And and they're just our change is is really a tribute to them, and how they've really embodied our what we wanted to do and how we wanted to change our profession and how financial planners, financial advisors approach conversations with couples. So Equal Voices Wealth is it does just that, and we're we're really honored that that people have been on this journey with us, and we're so excited that we finally get to release all of our hard work. You know, there's you'll see you got to check out our website if you haven't been to it yet. Like, please check out our website. Our branding specialist has done excellent work, and there's some fun things like look for our dog. You got it. It's like a scavenger hunt. Look for our dog on the website. But we have EV is for short equal voices EV. So we have equal voices tax. We have equal voices cash flow. We're just so pumped. There's so many cool things, and we're getting really good at showcasing all the cool work that we do with our clients while still really focusing on our our mission values at the firm. So, that's the exciting news, everybody. I

Dan Slagle  36:27

am super excited about this next chapter in our professional life, and I can't wait for this to go live. I can't wait for it to just exist in in the world. And as we've talked through our client base, revamping our our client demograph like psychographics, the the qualitative, the quantitative aspects. If if you as a listener or feel like you want to schedule a consultation, like our consultation process is super stress free. Like you sit down with me for 30 minutes, I learn more about your situation. You learn more about us. We go through that exercise at the end of the meeting. If you want to continue on with the consultation process, we offer a second consultation free of charge, where you meet with you may meet with either Natalie or Jesse to learn more about our service in in detail and that overall client experience. Again, it's a super stress-free environment. Like at the end of the day, like we'd love to work with you, but we know we're not going to be a fit for everyone, and that's important to just be transparent about. So you know, if we aren't the ideal fit, we can at least pass you on to another financial planner who may be looking or or serving clients just like you.

Natalie Slagle  37:42

Yeah. So we're our doors are open. Equal Voices Wealth is officially live. Thanks for coming on this podcast journey with us, everybody, to kind of hear more about our why and our rebrand story. We're we're really excited to share this with everyone and be back to our regular podcasts after this. And we just wanted to make sure we dedicated some time and and space in the podcast world to talk more about about this really big project we've been working on. And our business is really represents Dan and I and our heart and soul. And this was our our baby before our first baby, and so it's it's fun to see how I was going to say how this baby has evolved, but I think I just got to be done. This is it, everybody! Ta da! Ta da!

Dan Slagle  38:35

Ta

Natalie Slagle  38:36

da! All right, thank you, Dan. Thank you for the conversation.

Dan Slagle  38:42

If you've enjoyed this episode and are looking for personalized financial guidance, schedule a free complimentary consultation using the link in the description. Natalie and Dan Slagle are the founding partners of Equal Voices Wealth, a registered investment advisor. The information provided in this podcast is for informational purposes only, and should not be considered investment advice or a recommendation to buy or sell any securities. Investing involves risk, including the potential loss of principal. Advisory services are only offered to clients or prospective clients where Equal Voices Wealth and its representatives are properly licensed or exempt from licensure. For more information, including our disclosures, please visit our website at www.equalvoices.co.