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Meg Bartelt, Cfp®, Ricp®, Ms is listed as Financial Planner for Women in Tech and Post-IPO Financial Independence; Founder, Flow Financial Planning℠, LLC at Flow Financial Planning, LLC, based in Bellingham, Washington, United States. AeroLeads shows a work email signal at flowfp.com and a matched LinkedIn profile for Meg Bartelt, Cfp®, Ricp®, Ms.
Meg Bartelt, Cfp®, Ricp®, Ms previously worked as President at Flow Financial Planning, Llc and Consulting Financial Planner at Independent. Meg Bartelt, Cfp®, Ricp®, Ms holds Masters Of Science, Financial Planning from Golden Gate University.
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AeroLeads found 1 current-domain work email signal for Meg Bartelt, Cfp®, Ricp®, Ms. Compare company email patterns before reaching out.
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.]
Listed skills include Writing, Editing, Technical Writing, Documentation, and 19 others.
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Virtual, 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.
I 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.
My 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.
I 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.
Most 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.
Chicago, IL, US
ThoughtWorks 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.
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Meg Bartelt, Cfp®, Ricp®, Ms works for Flow Financial Planning, LLC.
Meg Bartelt, Cfp®, Ricp®, Ms is listed as Financial Planner for Women in Tech and Post-IPO Financial Independence; Founder, Flow Financial Planning℠, LLC at Flow Financial Planning, LLC.
AeroLeads has found 1 work email signal at @flowfp.com for Meg Bartelt, Cfp®, Ricp®, Ms at Flow Financial Planning, LLC.
Meg Bartelt, Cfp®, Ricp®, Ms is based in Bellingham, Washington, United States while working with Flow Financial Planning, LLC.
Meg Bartelt, Cfp®, Ricp®, Ms has worked for Flow Financial Planning, Llc, Independent, Tull Financial Group, Inc., Liveoak, Llc, and Various.
You can use AeroLeads to view verified contact signals for Meg Bartelt, Cfp®, Ricp®, Ms at Flow Financial Planning, LLC, including work email, phone, and LinkedIn data when available.
Meg Bartelt, Cfp®, Ricp®, Ms holds Masters Of Science, Financial Planning from Golden Gate University.
Meg Bartelt, Cfp®, Ricp®, Ms is listed with skills including Writing, Editing, Technical Writing, Documentation, Public Speaking, Online Research, Listening Skills, and Client Interfacing.
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