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Flow FP's block woman balances precariously on a large pile of stock.

You have lots of private-company stock. Should you sell it on a private secondary market?

You’ve got gobs of stock or options in Airbnb. Or Palantir. Or some other valuable but private company. The money is So Close. You can almost feel it. And yet,
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Confessions of a Comprehensive Financial Planner

I am not the expert.
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Just pick an easy way to give to charity and go. Think about taxes later.

The vast majority of my clients say they want to give more to charities and causes they care about, and, importantly, be more structured and formal in their giving.
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FlowFP's Block Wo,man contemplates various options for charitable giving.

Maybe you’re better off giving your money to causes you care about, and not focusing on tax-deductibility.

When I started my firm in 2016, our household income went to $0. Being the financial planner I am, my mind went immediately from “we have no income” to “oooh,
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Block Women is to the left of the image with a black background cutout overlayed a brown wood wall.

Meg’s Musings (Inaugural!)

One of the most wonderful parts of being a personal financial planner is that I get to see inside the lives and heads (and neuroses…of which I have my fair
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Flow FP's block woman exercises her stock options -- at the gym!

Should You Exercise Your Options (in a private company)…to Give Your Career More Flexibility?

Should I exercise my options? When should I exercise my options? If you work in a private company, I’m betting these questions go through your head with annoying frequency. And
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Strategies for Maximizing College Financial Aid. Part 2.

June 20, 2016
Pick it for me!