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Block Woman with colored squiggles symbolizing incredulity gazes at a lit number 8 birthday candle atop a miniature white birthday cake.

Reflections on 8 Years of Flow

I ended my reflections on my seventh year in business with this: ​​I am excited to slow down. I am excited to not grind. I am excited to focus on
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A brown puzzle piece is lodged behind the top of Block Woman's head, represented by the highest angle of the triangle-shaped pink block.

What is Financial Planning? A Few Analogies to Help You Understand

What is financial planning, really? What do I do, as a financial planner? What does the relationship between me and my clients look like?
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Block Woman reviews a hand-written list of potential charitable donations. There is a pile of cash underneath the list.

How I Created My Own Charitable Giving Plan: The Final Installation (Probably)

Two major iterations (and several years) later, my charitable plan is finally where I want it to be. That said, even my original plan was good enough as it was!
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What Are Estimated Taxes? How Do They Work? What Should You Do About Them?

A few weeks ago, I was talking with a client about his 2023 taxes. About the fact that he hadn’t paid estimated taxes in 2023. And that a probably big,
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A large dark pink triangle Block Woman is positioned near a smaller light pink triangle Block Child

Did Your Child Earn Money Last Year? You Can Open a Roth IRA for Them.

This is the story of how I filed my 14-year-old daughter’s taxes, and then opened, funded, and invested a Roth IRA for her, for tax year 2023. Piecing this process
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A purple-ish Block Woman views a blurry certificate hanging on the wall

I Work with Early to Mid Career Clients. Why Did I Get a Retirement Professional Designation?

If you look at our website—and please do! I quite like it—you’ll see that we ask “Are you a woman in your early to mid career in tech?” That’s the
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Flow Turns 3

May 9, 2019
Pick it for me!