Meg Bartelt

About Meg Bartelt

I founded Flow Financial Planning, a virtual, fee-only financial planning firm, in 2016 to help women in tech understand their financial opportunities, build wealth, and live the life they want. We specialize in helping women in pre-IPO companies navigate IPOs and build wealth. Turns out, once your company IPOs, now you *have* wealth. What now? What is the purpose of this wealth in your life? Whether you \"retire\" or keep working (in tech or out), the wealth that the tech industry can afford you can create a life of incredibly flexibility and choice. And it\'s my job to help you decide what sort of life you want to build for yourself, to protect your wealth, and to use it to help you build that desired life and all the changes over time.Flow is a Registered Investment Advisor in the states of Washington, California, and New York, and we serve clients everywhere.With multiple goals, stock options and RSUs, complicated taxes, and so on, personal finance can easily overwhelm even the smartest, most organized person. We help our clients clarify their goals and priorities, cultivate professional connections, understand how their finances work, and be more confident that they\'re doing the right thing with their money and opportunities.I have a bachelor\'s in Economics, a master\'s in Financial Planning, and the following professional designations: Certified Financial Planner®, Retirement Income Certified Professional®, and Registered Life Planner®. I am the child of an academic. I like school.My years before Flow featured a career as a technical writer in the Bay Area, one marriage, 2 kids, 2 cross-country moves, and work in two fee-only financial advisory firms in Southeastern Virginia. My family and I now live and wear fleece in Bellingham, WA.(\"I can see Canada from my front porch!\")[Due to regulatory requirements for Registered Investment Advisors in the state of WA, I have disabled Recommendations.]

Experience

1. President

   Flow Financial Planning , Llc

   Apr 2016 — Present · Bellingham, WA, US

   I founded Flow Financial Planning in order to give financial guidance and support to women in the tech industry, an industry that offers many financial opportunities but comes with significant challenges for women. I believe that women in tech need to focus on both career and financial opportunities. I provide financial guidance, yes, but just as important, also a connection to a broader community of professionals who can help you succeed in the industry. At Flow, I use a process that gently introduces us to the totality of your financial life, getting more clarity with each meeting. My goal is to avoid overwhelming or intimidating you, which finances have a tricky way of doing! When you work with me, you have 24/7 secure access to our work online, we focus on the issues particularly of concern to you (ex.stock compensation, salary negotiation, savings goals), we hold you accountable to the strategy we create together, and you\'ll become knowledgeable and prepared enough to confidently make decisions for yourself and your career.Flow Financial Planning, LLC is a virtual, fee-only financial planning firm, a Registered Investment Advisor in the states of Washington and California. Flow serves clients everywhere.

Education

• Wellesley College

  BA, Economics (minor: Math)

  1994 — 1998

• Golden Gate University

  Masters of Science, Financial Planning

  2008 — 2011

• University of California, Berkeley

  Certificate, Technical Communications

  2000 — 2003

Skills

• Public Speaking
• Analysis
• Research
• Crm
• Communication
• Budgets
• Listening Skills
• Technical Writing
• Leadership
• Client Communications
• Online Research
• Marketing
• Writing
• Management
• Client Interfacing
• Project Management
• Entrepreneurship
• Financial Planning
• Editing
• Software Documentation
• Documentation
• Financial Risk
• Social Media