Meg Bartelt, Cfp®, Ricp®, Ms Email and Phone Number
Meg Bartelt, Cfp®, Ricp®, Ms work email
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Meg Bartelt, Cfp®, Ricp®, Ms personal email
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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 start by specializing 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.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!") she/her[Due to regulatory requirements for Registered Investment Advisors, I have disabled Recommendations.]
Flow Financial Planning, Llc
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PresidentFlow Financial Planning, Llc Apr 2016 - PresentVirtual, UsI 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.
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Consulting Financial PlannerIndependent Sep 2013 - May 2016I help registered investment advisory firms provide comprehensive or targeted financial planning to existing or one-off clients. I provide the soup-to-nuts financial-planning experience, from data gathering, to client communication, to analysis, to presentation of the plan. This allows the firm to provide thorough financial planning services without derailing their normal workflows and efficiencies, and uses my strongest skills: establishing a comfortable rapport with clients, drawing a detailed, comprehensive picture of their client's entire financial life, and putting those pieces together in the context of the client's circumstances and desires.
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Associate PlannerTull Financial Group, Inc. Jul 2012 - Jul 2013My primary tasks were to help transition systems and processes after an acquisition of my previous firm, help the new firm understand the financial and personal dynamics of the transitioning clients, and continue to provide financial planning support, comfort, and familiarity during a time of transition for those clients.
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ParaplannerLiveoak, Llc Jan 2010 - Jul 2012I provided support across the entire business process, supporting the Principal of the firm (a solo practice) and the firm's clients. Tasks included doing analysis of client portfolio and financial situation in preparation for review meeting, following up with clients, keeping up-to-date on legislative and compliance changes, and developing and presenting ways of improving client-service and back-office workflow.
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Technical WriterVarious Jan 2000 - Jan 2009Most of my career as a technical writer was as the lead writer at nCircle Network Security, a startup (since acquired by Tripwire). I also did contract work for Workday, Inc and a variety of small startups in San Francisco.
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Business AnalystThoughtworks Sep 1998 - Jan 2000Chicago, Il, UsThoughtWorks is an IT consulting firm that develops custom software systems for large companies. As a business analyst, I worked as the "translator" between end users and developers. My primary role was translating user requirements, the desired user experience, into use cases, which the developers could use to create technical specifications.
Meg Bartelt, Cfp®, Ricp®, Ms Skills
Meg Bartelt, Cfp®, Ricp®, Ms Education Details
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Golden Gate UniversityFinancial Planning -
University Of California, BerkeleyTechnical Communications
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Wellesley CollegeEconomics (Minor: Math)
Frequently Asked Questions about Meg Bartelt, Cfp®, Ricp®, Ms
What company does Meg Bartelt, Cfp®, Ricp®, Ms work for?
Meg Bartelt, Cfp®, Ricp®, Ms works for Flow Financial Planning, Llc
What is Meg Bartelt, Cfp®, Ricp®, Ms's role at the current company?
Meg Bartelt, Cfp®, Ricp®, Ms's current role is Financial Planner for Women in Tech and Post-IPO Financial Independence; Founder, Flow Financial Planning℠, LLC.
What is Meg Bartelt, Cfp®, Ricp®, Ms's email address?
Meg Bartelt, Cfp®, Ricp®, Ms's email address is me****@****ail.com
What schools did Meg Bartelt, Cfp®, Ricp®, Ms attend?
Meg Bartelt, Cfp®, Ricp®, Ms attended Golden Gate University, University Of California, Berkeley, Wellesley College.
What skills is Meg Bartelt, Cfp®, Ricp®, Ms known for?
Meg Bartelt, Cfp®, Ricp®, Ms has skills like Writing, Editing, Technical Writing, Documentation, Public Speaking, Online Research, Listening Skills, Client Interfacing, Client Communications, Software Documentation, Management, Crm.
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