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Meg Bartelt, CFP®

Flow Financial Planning, LLC
1326 Grant St
Bellingham, WA 98225
United States
Phone: 3606430788
Training: Active Registered Life Planner® more info

Women in tech (early to mid career) Stock compensation (options, Restricted Stock Units) in both private and public companies

About My Practice
Flow Financial Planning, LLC was founded in May 2016 to serve women in their early to mid careers in the tech industry. We bring a technically expert but also relaxed (think fleece jackets and the occasional naughty word) and compassionate (no judgment here) approach to women in this stage of their career in an exciting but sometimes not very welcoming industry.

Ideal Clients
We work best with women, 25 - 45 years old, who want relief and partnership in managing their finances. We don't care about your job title, but we can help you best if you work in the tech industry.

Fee-only, fixed annual fee

Industry Start Date