I AM MEG BARTELT, CFP®

WOMEN IN TECH NEED TO MAKE THE MOST OF THE OPPORTUNITIES THE INDUSTRY OFFERS. LET ME SHOW YOU HOW.

I believe that women in tech need to focus on both career and financial opportunities. I want to give you financial guidance, yes, but also a connection to a broader community of professionals who can help you succeed in the industry. Flow is a fee-only, virtual financial planning firm.

About you

Maybe you’re single, 30 years old, making more money than you expected to, and anxious that you’re not doing the right thing with it. Or you’re married, 45, and feeling a bit of career burnout. At every stage, the tech industry can offer you tremendous financial opportunities. So I want you to be intentional about first gaining those opportunities, and then using them to give yourself confidence, strength, and clarity in your finances.

Having clarity is such a wonderful and motivating feeling. And with that clarity, you can start making choices that feel right and good. Together, we get clear on what your financial life looks like right now, how your stock options work, how much house you can buy (if you should buy one at all), whether you should work with a career coach, and if it’s okay to go on that vacation.

Our work together can flourish if you are ready to collaborate, and if you want to improve your life by working on your finances.

 

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About me

See, that’s me, just to the left over there. The clean-shaven one.

Before launching my own firm, I worked for fee-only Registered Investment Advisors in southeastern Virginia. In search of a home better suited to us, we moved to the Bellingham, WA. (I can see Canada from my front porch!) So many of my interests—hiking, biking, cooking, yoga, never-ending kale—are part of the fabric of life here. And for those blessed times when the children go to bed without a fight, I indulge in books about European royal history, sci-fi/fantasy, Anything Russia, and even occasionally books on infectious diseases (thank you, obsessive 7-year-old daughter).

Prior to becoming a financial planner, I worked as a technical writer for 10 years in the San Francisco Bay Area, mostly in the software-security sector. There I was often the only woman in the engineering group. I even met my husband at one such job. He worked for over 20 years in software until early 2016, when he transitioned to stay-at-home parent so I could launch this firm.

I grew up in coastal Virginia, where the biscuits are delicious but the summers are horrid. I fled north to Wellesley College in Massachusetts, where I majored in Economics, had an ill-fated one-semester experiment with the crew team, and learned how to banish writer’s block. Ultimately, I followed the herds to Silicon Valley after graduation in 1998 to get a job in the tech industry.

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Want to get your finances on track without compromising your career or other passions?

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