GenX
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Meg Bartelt
President and Founder
CFP®, RICP®, RLP®
Flow Financial Planning, LLCVirtual, Bellingham, WA 98225
Languages: English
My Approach
Financial planning isn't one-size-fits-all. I specialize in helping individuals and families navigate the complex financial crossroads of life, focusing heavily on these unique groups and the major moments that define their journeys.
The Clients I Serve
Women & Female Leaders
Major Milestones I Specialize In
Compensation Changes
Early Retirement or Financial Independence
Sudden Wealth or Inheritance
Our 7 Steps to Financial Planning
Certified Financial Planners have a proven blueprint for success—but your planner builds it entirely around you.
Summarized from the CFP® Board's Practice Standards. cfp.net
My Process
I specialize in supporting women in their mid-career in the tech industry. If you're going through the IPO journey (working at a private company, IPO imminent, or dealing with the concentrated stock holding after an IPO), I can help out ever harder, as it were. I believe the best, most effective planner-client relationships require technical expertise, listening, and empathy on my side; and they require YOU to show up in the work, too.
Disclosures
This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.