Fyooz Financial Planning

High Earning Years. Growing Family. This is When Your Financial Strategy Matters.

Financial planner in Portland, OR (show on map)

5.0

★★★★★

8 reviews

Fee-only financial planning firm for high-earning dual-income couples navigating equity compensation, tax strategy, and wealth growth.

Call (507) 564-2298

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About

Fyooz Financial Planning exists to manage the complexity that comes with significant income and growing wealth. We work exclusively with high-earning couples navigating dual careers, equity compensation, RSUs, business ownership, and increasing tax bracket exposure.

Our approach is technical, proactive, and built around what actually matters at this stage of life: tax efficiency, investment strategy, equity compensation planning, and long-term wealth accumulation. Both co-founders hold the CFP® designation and the firm operates as a fiduciary under SEC registration.

Fee-only structure with no commissions or product conflicts

Exclusively serves high-earning couples

Both co-founders are CFP® professionals and fiduciaries

Proactive, coordinated strategy across tax, investment, and equity compensation

On-demand access for major decisions

Technical approach built for complex income structures

Services

One-Time Financial Plan

A specialized financial plan for those who need expert guidance without ongoing commitment. Includes 2 one-hour meetings with a CFP® professional, immediate answers to all money questions, and 30 days of unlimited email correspondence.

2 x 1-hour meetings with CFP® professional 30 days unlimited email correspondence Immediate answers to money questions Paid in 2 installments Starting at $3,000

Ongoing Wealth Partnership

Core engagement for high-earning couples who want a proactive, coordinated strategy across every aspect of their financial life. Includes dedicated CFP® professionals, fee-only structure, and on-demand access.

Dedicated CFP® professionals Fee-only: no commissions, no products, no conflicts Proactive tax strategy Coordinated investment management Equity compensation planning (RSUs, NQSOs, ISOs) Fiduciary accountability to both partners equally On-demand access Starting at $8,500/yr

Cash Flow & Liquidity Planning

Build a structured cash flow system designed around increasing income, accounting for RSU vesting, bonus timing, deferred compensation, and competing savings priorities.

Structured cash flow system RSU vesting strategy Bonus timing optimization Deferred compensation planning Savings prioritization

Investment Management & Tax Planning

Actively manage client portfolios with a focus on asset location and long-term returns, integrating investment strategy with tax strategy.

Active portfolio management Asset location optimization Long-term return focus Integrated tax strategy Investment and tax as one conversation

Self-Employed Financial Planning

Help business-owning couples structure retirement accounts, manage cash flow, and ensure business success translates into personal wealth.

Business retirement account structuring Cash flow management Business-to-personal wealth transition Tax-efficient business structures

Equity Compensation Planning

Plan for RSUs, NQSOs, ISOs, and stock options as part of an overall financial strategy, including vesting schedules and tax implications.

RSU vesting strategy NQSO and ISO planning Stock option tax optimization Concentrated position management Vesting schedule alignment

Credentials & Certifications

CFP® (Certified Financial Planner™)

Registered Investment Advisor (SEC)

Reviews

Rating

★★★★★

Reviews

"Would highly recommend them!"

Frequently Asked Questions

Why work with Fyooz Financial Planning? +

Fyooz was created to fill the void for couples who need a financial advisor that acts as a fiduciary, provides ongoing support, and understands the relational complexity of money. Unlike a parent's advisor, a yearly 401(k) reviewer, or an insurance agent, Fyooz provides dedicated, proactive planning for high-earning households.

How do you know if someone is a good financial planner or advisor? +

Look for CFP® certification, which requires rigorous education, experience, and passing a comprehensive exam. Ensure the advisor is held to strict ethical standards and works for an SEC- or FINRA-regulated institution. Not everyone using the title 'financial planner' is certified.

What does it mean to be 'Fee-Only'? +

Fee-Only means the planner is compensated directly by clients for advice, plan implementation, and ongoing asset management. This model minimizes conflicts of interest and ensures the planner acts as a fiduciary.

Why do I need a financial plan? +

You may benefit from a CFP® professional if you want to better manage finances but aren't sure where to start, don't have time for your own planning, want a professional opinion on your existing plan, lack expertise in investments/insurance/taxes/retirement, or have an immediate need or unexpected life event.

Where are your clients located? +

Fyooz works with clients from coast to coast, with the highest concentration in Minnesota, California, and New York.

How often do you meet with your clients? +

Fyooz meets with clients at least three times a year and also leaves time available for on-demand quick calls as needed.

What is Fyooz Financial Planning's registration status? +

Fyooz Financial Planning is a Registered Investment Advisor in the States of Minnesota, California, New York, Oregon, Washington, and Texas. Prior to any work outside these states, the firm would become registered in that jurisdiction or qualify for an exemption or exclusion.

What makes Fyooz different from other financial advisors? +

Fyooz is fee-only, works exclusively with high-earning couples, and provides a unified, proactive approach to financial planning. Both co-founders are CFP® professionals and fiduciaries, and the firm focuses on the real complexity of dual-income households with equity compensation and growing wealth.