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

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About Meg Bartelt, CFP®, MS

Hi, I’m Meg Bartelt. I educate and empower women in tech.

I help both married and single women take advantage of the many financial opportunities that the tech industry offers.

Do you:
* Feel stuck because you have so many goals but only a limited amount of time and money?
* Receive company stock but are unsure how to use it?
* Live in a high cost-of-living area and dream of buying a home?
* Have a 401(k) and want to make sure you’re using it right?
* Want to be tax savvy in all your financial decisions?

Together we can clarify your goals and priorities, figure out solutions to these concerns, and determine specific steps you need to take.

I 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, then, 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 persistent gender gaps in pay, leadership and technical roles, and ownership that the industry suffers from.

My credentials and education:
* Certified Financial Planner(R) professional.
* Masters of Science in Financial Planning, Golden Gate University
* Bachelor of Arts in Economics, Wellesley College
* A tradition of wanting to know your story first, finances second

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. I was often the only woman in the engineering group.

After two cross-country moves, my family has 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

How Do I Combine Finances with My Partner?

March 21, 2019

Let’s just get this out of the way at the beginning: There is no one right way to combine finances with your romantic partner. The “right” way differs from couple […]

The post How Do I Combine Finances with My Partner? appeared first on Flow Financial Planning.

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Why is it so hard to get a handle on my cash flow? Surely this should be easier!

March 14, 2019

Flow FP's block woman seems to be struggling a little in the flow of cash.

Do you ever feel that your cash flow should be easier to get a hold of? You should be able to automate it? Not have to think about it so […]

The post Why is it so hard to get a handle on my cash flow? Surely this should be easier! appeared first on Flow Financial Planning.

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Your paystub can be very informative. And also wrong. When’s the last time you double-checked yours?

February 18, 2019

Flow FP's block woman contemplates her pay stub, noting the incorrect entry.

In the last month, two of my clients have looked at their paystubs and realized that their 401(k) contributions were going into Roth instead of pre-tax. This wouldn’t be a […]

The post Your paystub can be very informative. And also wrong. When’s the last time you double-checked yours? appeared first on Flow Financial Planning.

Read the full post →

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Ideal Clients

  • Biotech Professionals
  • Gen X
  • Technology Professionals
  • Women's Finance

Ways Advisor Charges

  • Monthly Fee
  • Quarterly Fee
  • Assets Under Management

Fee Options

  • Monthly Fee: $375+/mo
  • Quarterly Fee: $1125+/qtr

 

SEC Records

States Registered

  • California
  • Washington

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