Meg Bartelt, CFP®, MSFP Flow Financial Planning, LLC
- Virtual, Bellingham, WA 98225
- (360) 643-0788
- https://flowfp.com/
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?
Recently Published
Reflections on 7 Years of Flow
May 9, 2023
My seventh year in business was probably my hardest year, save for my first. My first was characterized by “Will this even work?” Last year was characterized by “It worked. But I’m not happy…and good lord am I tired.” I had something approaching an anxiety attack (self-diagnosed; I don’t actually know if it was one) […]
The post Reflections on 7 Years of Flow appeared first on Flow Financial Planning, LLC.
How I Created My Own Charitable Giving Plan: An update 2 years later
April 26, 2023
Two years ago, I wrote about creating my own charitable giving strategy, which I then documented in spreadsheet-y glory. I’m back to tell you how I’ve changed and improved it since then. Seeing our clients give money to people and causes they care about is one of the best parts of the job at Flow, […]
The post How I Created My Own Charitable Giving Plan: An update 2 years later appeared first on Flow Financial Planning, LLC.
Rolling Over An Old 401(k)? Watch Out for These Gotchas.
April 12, 2023
Earlier this year, a client rolled over an old 401(k) into her IRAs at TD Ameritrade (where we manage our clients’ investments). She received, correctly, two checks from her 401(k): one for her pre-tax 401(k) account and one for her Roth 401(k) account. She mailed both of those checks to TD Ameritrade…and they were both […]
The post Rolling Over An Old 401(k)? Watch Out for These Gotchas. appeared first on Flow Financial Planning, LLC.
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
Ideal Clients
- Equity Recipients (RS/RSU SOP ESPP)
- Technology Professionals
- Women Professionals
- Women's Finance
Ways Advisor Charges
- Flat Fee
Fee Options
- Flat Fee: $10,000+/engagement
SEC Records
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
