I AM MEG BARTELT, CFP®
ARE YOU IN YOUR EARLY-TO-MID CAREER IN TECH? I WANT TO TALK WITH YOU.
Focusing on both career and financial opportunities will help you take advantage of all the industry has to offer. I want to give you financial guidance, yes, but also a connection to a broader community of professionals who can help you succeed.
Flow is a fee-only, virtual financial planning firm.
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.
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.
On the leading edge of the Gen X cohort, I have worked in various jobs, including for a social service agency and wholesale tour operators of safaris in East and Southern Africa. A temp agency placement led to 10 years in the mortgage finance industry during the dotcom boom (and bust) era. After cashing out my employee stock options shortly before the housing crash of 2008, I volunteered for an urban farm outreach program in Southern California.
Along the way, I couldn’t resist graduate school, and I completed the coursework for a Ph.D. in Hebrew Language and Literature. This interest developed partly from my childhood in the Zambian bush, where my parents were missionaries.
I appreciate Meg’s full-orbed approach to financial planning and enjoy working from my family’s small farm in the Pacific Northwest in this mostly virtual position. (Being able to check on the calves and chickens between calls is a valued perk!)
I recently passed the exam to earn the Financial Paraplanner Qualified Professional™ (FPQP™) designation. Besides expanding my role at Flow, I wanted those post-nominal initials! Growing up in a former British colony, I aspired to distinguish my name with a string of initials following it.