Meg Bartelt, CFP®, MSFP Flow Financial Planning, LLC

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About Meg Bartelt, CFP®, MSFP, MS, RLP®

Hi, I’m Meg. I’m the founder and lead planner at Flow Financial Planning. We are dedicated to women in their early-to-mid career in the tech industry.

We help women take advantage of the many financial opportunities that the tech industry offers. We want you to build a strong financial foundation so that you have more choice in both your personal and professional lives.

Do you:
• Make more money than you expected to? Are you anxious that you’re not doing the right thing with it?
• Have no one in your life you can talk to about your money?
• Have more money than you need right now, and you don’t want to waste this opportunity?
• Receive company stock but are unsure how to use it?
• Dream about leaving the tech industry, but wonder how you could walk away?
• Live in a high cost-of-living area and dream of buying a home?

Together we can work through it all. Get more clarity on what you want in life. Identify specific tasks you can do to organize, simplify, and strengthen your finances, so you can create that life for yourself.

I also know that your financial future depends as much on your career as it does on traditional financial guidance. In addition to being your financial guide, I want to help you cultivate a broader community of professionals–from recruiters to health professionals to career coaches–to grow your career, despite the stress and frustration that you can so often feel in this industry.

My credentials and education:
• Certified Financial Planner® professional
• Registered Life Planner®
• Masters of Science in Financial Planning, Golden Gate University
• Bachelor of Arts in Economics, Wellesley College

Prior to becoming a financial planner, I worked as a technical writer for 10 years in the San Francisco Bay Area, mostly in the software-security sector.

After San Francisco and two cross-country moves, my family settled in Bellingham, WA. (I can see Canada from my front porch!) So many of my interests—hiking, biking, cooking, yoga, never-ending kale—are part of the fabric of life here.

If you’d like to get some financial clarity, please set up a FREE consultation. If nothing else, check out my blog. Every week I write about issues pertinent to women in tech. You don’t want to miss the Adventures of Block Woman, do you?

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Recently Published

What Is a Backdoor Roth IRA (Contribution)? Should I Do it? How Do I Do It?

September 14, 2021

Flow FP's Block Woman is hit by some tax code changes.

If I had to wager, backdoor Roth IRA contributions are in the top 3 of #personalfinance Slack channel topics. [Note: The recent House Ways and Means Committee proposal for tax […]

The post What Is a Backdoor Roth IRA (Contribution)? Should I Do it? How Do I Do It? appeared first on Flow Financial Planning.

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I Just Received My Open Enrollment Benefits Booklet. Am I Actually Supposed to Read This Thing?

September 2, 2021

Amazon recently announced their move from a less-common springtime open enrollment schedule to a more traditional fall one—a change that elicited some (Zoom- and Slack-based) water-cooler chatter from the team […]

The post I Just Received My Open Enrollment Benefits Booklet. Am I Actually Supposed to Read This Thing? appeared first on Flow Financial Planning.

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Meg’s Musings: Your Spending Doesn’t Affect Just You.

August 26, 2021

The post Meg’s Musings: Your Spending Doesn’t Affect Just You. appeared first on Flow Financial Planning.

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Ideal Clients

  • Equity Recipients (RS/RSU SOP ESPP)
  • Technology Professionals
  • Women Professionals
  • Women's Finance

Ways Advisor Charges

  • Monthly Fee
  • Quarterly Fee
  • Flat Fee

Fee Options

  • Monthly Fee: $500+/mo
  • Quarterly Fee: $1,500+/qtr
  • Flat Fee: $6,000+/engagement

 

SEC Records

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