Meg Bartelt, CFP<sup>&reg;</sup> - Financial Advisor

Meg Bartelt, CFP®

President and Founder

Flow Financial Planning, LLC

Virtual
Bellingham, WA 98225
FINANCIAL ADVISOR'S WEBSITE
(360) 643-0788 CONNECT WITH Meg
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General

Meg Bartelt is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Flow Financial Planning, LLC in Bellingham, WA and the surrounding communities.

Financial Advisor Overview

We serve women in their early-to-mid careers in the tech industry. We help them gain clarity, confidence, and choice in their finances and lives. Working with us, our clients understand—maybe for the first time!—what's going on with their money and set up a framework for managing their money consistently going forward. We specialize in stock compensation, IPO planning, career considerations for women in a notoriously hostile industry, and helping you not feel dumb for asking any questions you want.

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Financial Advisor Experience

I founded Flow in 2016 to help serve women in the tech industry, because that was the career I started in. Flow is a 100% virtual firm, and we serve clients throughout the United States. I received a Bachelor's degree in Economics from Wellesley College and a Master's degree in Financial Planning from Golden Gate University. I am a Certified Financial Planner™ professional and a member of the Financial Planning Association and the XY Planning Network. The years before Flow featured a career as a technical writer in the Bay Area, one wedding, 2 kids, 2 cross-country moves, and work in two fee-only financial advisory firms in Southeastern Virginia. She and her family now live and wear fleece in Bellingham, WA.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Asset Allocation, Career Change, Investment Management, Employee Benefits, Life Planning, Starting a Family, Sudden Wealth, Nontraditional Households, Women's Finances

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Helpful Financial Planning Resources