Skip to content

Category: Financial planning

Don’t hang out with billionaires. (Video)

The people we surround ourselves with have such a profound influence on how we live our lives, and how we feel as we do it.
If you’re hanging out with people with waaaay more money than you have, it’s gonna be hard to find contentment with what you do have, even if it’s objectively quite a lot!

Do you want to use your wealth to live your own values, to create our own ideal life? Reach out and schedule a free consultation or send us an email.

Sign up for Flow’s weekly-ish blog email to stay on top of our blog posts and videos.

Disclaimer: This article is provided for educational, general information, and illustration purposes only. Nothing contained in the material constitutes tax advice, a recommendation for purchase or sale of any security, or investment advisory services. We encourage you to consult a financial planner, accountant, and/or legal counsel for advice specific to your situation. Reproduction of this material is prohibited without written permission from Flow Financial Planning, LLC, and all rights are reserved. Read the full Disclaimer.

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

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 with big career, family, and financial decisions during their (possibly last) fertile years, any plan feels incomplete without addressing the biology and finances of fertility.

Continue reading

Reflections on 5 Years of Flow

In May 2020, just a couple months into quarantine, I wrote in my Reflections on 4 Years of Flow:

The pandemic and the associated economic chaos might well be the defining feature of Year 5. One client has already left Flow as a result of it. Other clients have had their incomes significantly reduced. And yet others are having a much harder time finding new jobs.

Continue reading