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

Overwhelmed by Your Financial To-Do List? There’s Hope (And a Few Practical Solutions).

November 16, 2022

Block Woman looks at a white paper with a handwritten list of to-do items.

Are you at peace with your financial to-do list? Or are you a human being? Here’s a short list of the things that might currently be stressing you out. (Again, this is mostly applicable if you are a member of the aforementioned human race. If you feel totally in control of your financial to-do list, […]

The post Overwhelmed by Your Financial To-Do List? There’s Hope (And a Few Practical Solutions). appeared first on Flow Financial Planning, LLC.

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Meg’s Musings: Consumption Edition

October 26, 2022

Several years ago I took my two young daughters and my mother (code name: Grandma) to Disneyland. Those three really wanted to go, and they had a wonderful time. I hated it.  I broke down into tears the first afternoon we went into the park and got swallowed up by the crowds. There were, it […]

The post Meg’s Musings: Consumption Edition appeared first on Flow Financial Planning, LLC.

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You Don’t Have Big Goals Right Now. That’s Okay! Keep Checking Back with Yourself.

October 13, 2022

Block Woman is lying on a fluffy white bed of cotton looking at question mark in the upper right corner. The background is sky blue.

I’ve got simple tastes. I’m pretty happy with my life the way it’s going. I can’t think of anything I’d change. These are all phrases that have tumbled from our clients’ mouths in recent weeks.  Sure, we have plenty of clients who are busy changing Every Single Aspect of their lives (New jobs! New babies! […]

The post You Don’t Have Big Goals Right Now. That’s Okay! Keep Checking Back with Yourself. appeared first on Flow Financial Planning, LLC.

Read the full post →

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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.

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