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The latest blog Posts

Maybe want to have kids some day? Start thinking about your fertility now. No, it’s not too early.

July 28, 2021 | Kids and Money, Life Planning

Infertility impacts 1 in 8 women in the United States, and treating infertility can quickly become costly. Since Flow Financial Planning primarily works with early-to-mid-career women who are often grappling

Your Company Is Going Public. The Power of a Good Question. Or 5.

July 20, 2021 | Investing, Pre-IPO and Going IPO

Much of the work of personal finance isn’t objective. There isn’t An Answer. Because it’s “personal” just as much as it is “finance.”

Have NSOs in a public company? How “leverage” helps you decide when to exercise them.

June 24, 2021 | Investing

If there’s one topic that our clients have no idea how to figure out, it’s the question of when to exercise their stock options. (Also, “What do you mean, the

This time with feeling: Keep your investing simple to get better returns.

June 16, 2021 | Investing

My blog posts about investing are usually just so damn boring. But this time, this time, I …shoot, no, it’s just more of the same. At least this time I

Is your take-home pay too tiny to live on? That’s okay! We can make it work.

June 11, 2021 | Cash Flow Planning

But, Meg, what will I live on? A delightful and Highly Suspicious client asked me this recently when I was talking with her about not only maxing out her participation

Houses are crazy expensive. But the real question is: Are you ready to settle down?

May 18, 2021 | Home Ownership

Were you thinking about buying a home two years ago, but dang, those prices were just so hiiiigh? Ha ha ha ha. You thought prices were high then.

Let us identify and explain the important issues for you

Sign up and get weekly-ish finance insight in your inbox.

The latest blog Posts

Maybe want to have kids some day? Start thinking about your fertility now. No, it’s not too early.

Your Company Is Going Public. The Power of a Good Question. Or 5.

Have NSOs in a public company? How “leverage” helps you decide when to exercise them.

This time with feeling: Keep your investing simple to get better returns.

Is your take-home pay too tiny to live on? That’s okay! We can make it work.

Houses are crazy expensive. But the real question is: Are you ready to settle down?

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Pre-IPO and Going Public

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Investing

Housing

Housing

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Giving

Financial planning

Financial planning

Financial Considerations If You Want to Go Freelance or Become a Consultant

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