Blog - Flow Financial Planning

Reasonable but Arbitrary: The Best You Can Do with Many Financial Decisions.

Have you ever had questions like these about your own finances? Wondered how to figure out the answer?

How much should I save for retirement?
When should I exercise my stock options?
Should I take more salary or more equity?
Should I take RSUs or options?
I’m 35 years old. How much money should I have saved?
When should I sell my company stock after the IPO?
How much money do I need to be financially independent?

Flow FP's Block Woman launches in AirBnB's Apollo 11 rocket.

Airbnb Is Going Public. What Should I Do with My Stock Options?

Airbnb is going public. You have stock options. Likely you also have RSUs and possibly even outright shares of stock. Does it all feel like one inextricable heap? How will you ever create a comprehensive, comprehensible strategy for all of this?

Airbnb Is Going Public. What Should I Do with my RSUs?

Airbnb is going public. You have a bunch of RSUs. You are wide-eyed with uncertainty and excitement. Discuss.

Airbnb Is Going Public. What a Good Time to Give Away Your Money.

If you’re staring at a windfall from Airbnb’s upcoming IPO, let’s take a moment to think about giving some of it away.

Airbnb Is Going Public. Time to Create a (Flexible) Strategy.

Soooo…Airbnb’s going public. Can I get a woo woooo?!

Meg’s Musings: Thriving in the Time of Covid

We are all emerging from the first “stage” of quarantine. We are also all starting to realize that, contrary to what I assumed back in March, this is all going to take a lot longer than just a few months to fix.

Flow FP's block woman brings a stack of shares to the powers that be.

My (private) company is doing a tender offer. Should I participate?

When you work at a private company, you might dream about your company going IPO one day, and all your company stock turning into riches. If you’re reading this post, I imagine you are now contending with one of the other ways to turn private-company stock into grocery money: a tender offer.

Meg’s Musings: (Reducing) Spending Edition

I offer up these thoughts on spending in the spirit of: If it helps, I am happy. If this is not the right time for you to think about such things, please ignore them! The internet is wonderful (and terrible) in that nothing ever disappears. Come back later if you want.

Flow FP's block woman contemplates future cash with a checklist in hand

A Collection of The Most Important Bits About Restricted Stock Units (RSUs)

Over many blog posts and over many conversations with clients and colleagues, I’ve trotted out a few different ways of framing and understanding RSUs. I never know what framing is going to hit home, so I thought I’d gather them all into one post. Maybe one thing I write below will finally make you go, “Oooooohhhhh! That’s how they work.” A gal can hope.

FLow FP's block woman admires her beautiful 4th anniversary cake.

Reflections on Four Years of Flow.

Every year for Flow’s May 9 anniversary, I write a retrospective. (I also have a dinner of champagne and pan-seared halibut, but that is mostly beside the point.) Flow’s fourth year has been, by most objective standards, amazing. And I love writing, especially about myself. Yet I have struggled to write this post.

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