September 2018 - Flow Financial Planning, LLC

When You Make a Financial Choice, What’s Motivating It? Something Truly You or External Factors?

A friend and fellow financial-planning-firm owner forwarded an email to me recently. It was a promotion from Google Ads, promising $300 in free ads if he first spent $300 of his own money. He wanted to know if I thought he should do it.

behavioral finance spending

You Have RSUs in Your Private Company. How Do They Work? How Should You Use Them?

A lot of my clients receive RSUs. In public companies. But what if you work for a private company?

That’s not so straightforward.

You’re Optimistic about Yourself. But Not about the World Around You. What Should You Do? (Video)

I’m starting to hear this message more and more from clients and other women in tech. If your personal situation looks rosy, but the country and larger economic situation make you despair, how are you supposed to approach your finances?
Continue reading

video

Month: September 2018

When You Make a Financial Choice, What’s Motivating It? Something Truly You or External Factors?

You Have RSUs in Your Private Company. How Do They Work? How Should You Use Them?

You’re Optimistic about Yourself. But Not about the World Around You. What Should You Do? (Video)

How we Flow

Receive weekly-ish insights

Financial, career, and life insights important to women in tech

Let's connect

Legal Stuff