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Home
About
About
Flow in the Media
FAQs
What We Do
Blog
Contact
Schedule a Consultation
Schedule a Consultation
Home
About
About
Flow in the Media
FAQs
What We Do
Blog
Contact
Schedule a Consultation
Home
About
About
Flow in the Media
FAQs
What We Do
Blog
Contact
Schedule a Consultation
Schedule a Consultation
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The latest blog Posts
You have 90 (30?) days, to exercise your ISOs or let them convert to NQSOs. What to do?
August 30, 2022
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Pre-IPO and Going Public
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Public-company equity
The last thing you need after you’ve lost your job is to be forced to make a decision—that could be worth a lot of money—in just a few weeks.
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You kept all your company stock. And now it’s worth so much less. What should you do?
August 18, 2022
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Public-company equity
Picture it: Bay Area, November 2021. You own a bunch of Block (or Airbnb, DoorDash, UiPath, Squarespace, Palantir) stock. You’ve got plans!
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What Do You Spend Money On? Lessons from Our Clients About Spending that Brings True Joy.
July 25, 2022
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Saving and Spending
When we met with our clients this spring, we asked them: Tell us about something you spent money on in the last year that made you happy. What did you
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Plans for your company’s IPO have gone pfft. What should you be doing about your company stock and personal finances now?
July 12, 2022
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Pre-IPO and Going Public
The IPO market is very sad right now.
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Making Decisions Is Exhausting. Rules and Automation Help You Make Fewer Decisions in your Finances.
June 21, 2022
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Financial planning
You and I probably have at least one thing in common: the administrative burden of modern life is exhausting. Overwhelming. Frustrating. Just nothing good about it, but we can’t escape
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RSUs After They Lose Value: Are You Anchoring on the Price at Grant?
June 1, 2022
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Investing
Do you work for a public company? Your RSUs are probably worth waaaay less when they vest nowadays than you thought they would be just six months ago.
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Did You Just Come in to a Whole Lot of Money, and, uh, What Next?
August 30, 2018
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