How to prepare for your company's IPO regarding handling taxes and, more importantly, what you want your LIFE to look like.| Flow Financial Planning, LLC
Are you already saving at least 15% for retirement, and you’ve already built your emergency fund up to cover 6 months of basic expenses, and you still have extra money to save? This is a great opportunity for a taxable investment account, also called a brokerage account. Your top two priorities, at most any stage, are […]| Flow Financial Planning, LLC
In which I use everyday analogies to explain what financial planning is.| Flow Financial Planning, LLC
A pros and cons list of creating a Donor Advised Fund or DAF for charitable giving.| Flow Financial Planning, LLC
The "middle way" of Coast FIRE (Financial Independence Retire Early).| Flow Financial Planning, LLC
Are You a mid-career Woman in Tech? Instead of constantly Low-Level Stressing About Your Finances, Let’s Organize and Understand Them. Now You Can Confidently Focus on the Rest of Your Busy Life. Aaaaahhh. Let’s Talk. Just 15 minutes. As seen in We have particular expertise in IPO planning (pre-IPO, navigating the IPO, and post-IPO financial […]| Flow Financial Planning, LLC
Items to consider when deciding whether to contribute pre-tax or Roth to your 401(k) plan.| Flow Financial Planning, LLC
Reflections on the past year of business as the owner of a financial planning firm—and wondering what the next year might hold.| Flow Financial Planning, LLC
A friend of mine in the Bay Area recently learned from a local charity that women in tech between the ages of 25 and 45 are their biggest donors. Obviously you can donate to charity regardless of age, gender, or industry, but being in the tech industry means you have some unique opportunities in your […]| Flow Financial Planning, LLC
Hopefully you’ve figured out the basics of your 401(k). Maybe you’ve even figured out whether or not you should contribute to your Roth 401(k). But are you ready for The Next Level in 401(k)? Should you contribute after-tax money to your 401(k)? Not all 401(k) plans allow you to make after-tax contributions to your 401(k). Google […]| Flow Financial Planning, LLC
While planning for the unexpected is always good advice, with the recent economic turmoil, creating even more margin is wise and practical.| Flow Financial Planning, LLC
Communicate, communicate, communicate. This is the first rule of working with a financial planner. (It is also, by the way, the first rule of estate planning.) If you can only remember one thing about how to have a good relationship with your financial planner, it’s a good one thing to remember. But considering the amount […] The post How to get the most out of working with your financial planner appeared first on Flow Financial Planning, LLC.| Flow Financial Planning, LLC
Talk to your older loved ones about financial scams and create a plan to help them avoid becoming a victim of fraud.| Flow Financial Planning, LLC
The benefit of unsexy finances? Having the capacity to focus on solving more important problems in your life and the world.| Flow Financial Planning, LLC
Or “Why just putting all your money in the S&P 500 isn’t enough.” (Okay, probably isn’t enough. I’m not allowed to say much that is definitive about investing.) Recently I spoke with a woman who asked, “Can you tell me why I want a financial planner to manage our investments? We just put everything in […] The post Why You Might Want A Professional to Manage Your Investments appeared first on Flow Financial Planning, LLC.| Flow Financial Planning, LLC
Do you have an old 401(k)? Or possibly four? The best time to make a decision about an old 401(k) is shortly after leaving the company. The next best time is—say it with me!—now. What can you do with your old 401(k)? Keep it there, i.e., do nothing. Roll it into an IRA. Roll it […] The post Should You Roll Your Old 401(k) into an IRA? Maybe. What Else Might You Do? appeared first on Flow Financial Planning, LLC.| Flow Financial Planning, LLC
A summary of feedback Flow received from client surveys about what they REALLY want from meeting with a financial planner.| Flow Financial Planning, LLC
Disclaimer WEBSITE CONTENT All written content on this site is for information purposes only. Opinions expressed herein are solely those of Flow Financial Planning, LLC, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All […]| Flow Financial Planning, LLC
Details of the Flow client Annual Renewal Meeting: what the client does and what the staff at Flow do behind the scenes to prepare.| Flow Financial Planning, LLC
A "mega" blog post about (almost) all the financial planning topics!| Flow Financial Planning, LLC
