Meg, Author at Flow Financial Planning, LLC

Are You Waiting for the Uber Lockup to Expire? The Logistical Details You Need to Implement Your Strategy.

Flow FP's Block Woman is hit by some paperwork challenges.

If you read my last blog post about the upcoming expiration of the Uber IPO lockup, you might have noticed that I barely mentioned tax and legal details.

Are You Waiting for the Uber Lockup to Expire? Here’s How You Can Prepare.

Flow FP's block woman careens toward November 6 in her Uber

I know many things about the upcoming expiration of the Uber lockup:

IPO lockup period RSU stock options Uber

Okay, I’ve tracked my spending. But how do I make sense of the data?

Flow FP's block woman has assembled a lot of data, but finds the result confusing.

Tiller. Mint. YNAB. Spreadsheets. Pencil and paper.

money management spending spending review values

Do Your RSUs Make Your Annual Income Super High? Treat Yourself, Sure, and Also…

…don’t permanently increase your expenses.

cash flow cash flow planning income RSU RSUs

Should I Use the Brokerage Window in My 401(k)? What IS the Brokerage Window in My 401(k)?

When you log on to your 401(k) website at, say, Fidelity, do you see a mysterious mention of a “BrokerageLink®”? Have you ever wondered what it is and whether you should use it?

investing

How Focused Should I Be on Investing? There Are So Many Other Pieces of My Financial Puzzle.

It depends.

Thank you. Thank you. I’m here all week.

investing

Flow Is Hiring!

Specifically, hiring an Associate Advisor.

double-trigger vesting IPO lockup period privately held company public company RSUs

I Make So Much Money. This Should Be Easy. Why Am I So Stressed Out? (Video)

It’s easy to think that if you make a lot of money, your financial life should be easy. But if you’re anxious, you have every reason to be! Finances in tech are straight up complicated. And the risks of loss or lost opportunity are real.

money mindset

If You Have RSUs and Your Company Just Went Public, You Miiiight Want to Check Your Tax Situation.

A curious thing is happening when big tech companies, like Lyft and Uber, go IPO nowadays. I mean, aside from the fact that their stock immediately starts losing value…although that figures into my point, which is:

double-trigger vesting IPO lockup period privately held company public company RSUs

Flow Turns 3

Flow FP's Block Woman celebrates 3 years of Flow Financial Planning!

Today is Flow’s third anniversary. Hallelujah.

I am occasionally the introspective sort. And occasionally others benefit from those introspections, so I thought I’d publish said introspections on the last three years. Here’s my two-year retrospective.Continue reading

3 years anniversary business owner entrepreneur financial planner retrospective

Do you fear a recession might be around the corner? What can you do to prepare?

Flow FP's Block Woman hides in her foxhole, worried about impending catastrophe.

Have you started to hear rumblings from your friends, colleagues, family, or the media that a recession is probably coming soon? Are you nursing a fair bit of anxiety about it? Continue reading

career career planning life choices video

Do you see yourself NOT in tech in 10 years?

When you look forward 5, maybe 10 years, do you see yourself not in the tech industry anymore? Lots of women leave tech, for good reasons and bad. If it’s a possibility for you, what are you doing now to prepare for it?

career career planning life choices video

Author: Meg

Are You Waiting for the Uber Lockup to Expire? The Logistical Details You Need to Implement Your Strategy.

Are You Waiting for the Uber Lockup to Expire? Here’s How You Can Prepare.

Okay, I’ve tracked my spending. But how do I make sense of the data?

Do Your RSUs Make Your Annual Income Super High? Treat Yourself, Sure, and Also…

Should I Use the Brokerage Window in My 401(k)? What IS the Brokerage Window in My 401(k)?

How Focused Should I Be on Investing? There Are So Many Other Pieces of My Financial Puzzle.

Flow Is Hiring!

I Make So Much Money. This Should Be Easy. Why Am I So Stressed Out? (Video)

If You Have RSUs and Your Company Just Went Public, You Miiiight Want to Check Your Tax Situation.

Flow Turns 3

Do you fear a recession might be around the corner? What can you do to prepare?

Do you see yourself NOT in tech in 10 years?

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