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 I—and Hopefully You—Can Learn from My 85-Year-Old Aunt.

January 7, 2022

She and her dog stopped along the trail through the chaparral. She bent over and took something out of her cargo pants pocket. “Is that a pedometer?” “Yes,” she responded. “I try to walk three miles a day, between these walks and walking around the house.” And that tiniest of stories, my dears, is the […]

The post What I—and Hopefully You—Can Learn from My 85-Year-Old Aunt. appeared first on Flow Financial Planning, LLC.

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You Can Save in Three Different Tax “Buckets.” What Are They, and Why Should You Care?

December 21, 2021

I’m violating one of the cardinal rules of content marketing here by writing about something I want you to know about, instead of something that you want you to know about. I do it because it’s important. And slightly nuanced. And even most people who are attentive to personal finance won’t think about it. And […]

The post You Can Save in Three Different Tax “Buckets.” What Are They, and Why Should You Care? appeared first on Flow Financial Planning, LLC.

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Protect Your Tax Return from The Bad Guys (No, Not the IRS)

December 20, 2021

Flow FP's Block Woman Contemplates the Shell Game

A client recently told me a harrowing story of how his employer had accidentally leaked personal information about every employee to some Nefarious Agents. My client went right home and froze all his credit accounts and immediately filed his taxes. [Note from Meg: This is actually a years-old blog post that, thanks to some tech […]

The post Protect Your Tax Return from The Bad Guys (No, Not the IRS) appeared first on Flow Financial Planning, LLC.

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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

 

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