Category: Financial planning

Are you in a committed, but unmarried, partnership? You need to think about a few things.

Flow FP's Block Woman contemplates herself married, and unmarried.

A lot of our clients are in committed, unmarried relationships. Sometimes we work with only one member of the couple. Sometimes we work with both members. Most couples haven’t thought about the effects of their decision to remain unmarried.

Meg’s Musings: The Unknown

Block Women is to the left of the image with a black background cutout overlayed a brown wood wall.

Welcome back to another round of Meg’s random thoughts of the last few months. I hope you enjoy.

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Reasonable but Arbitrary: The Best You Can Do with Many Financial Decisions.

Have you ever had questions like these about your own finances? Wondered how to figure out the answer?

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Reflections on Four Years of Flow.

FLow FP's block woman admires her beautiful 4th anniversary cake.

Every year for Flow’s May 9 anniversary, I write a retrospective. (I also have a dinner of champagne and pan-seared halibut, but that is mostly beside the point.) Flow’s fourth year has been, by most objective standards, amazing. And I love writing, especially about myself. Yet I have struggled to write this post.

4 years anniversary business owner entrepreneur financial planner musings retrospective

Are You Suddenly Aware of Just How UNPrepared You Are for a Crisis?

Flow FP's Block Woman finds herself in a blank white landscape, with only a single roll of toilet paper.

Last week, I walked into my kitchen and exclaimed to my husband, “I sure am glad we both have life insurance.”

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Meg’s Musings: Coronavirus Edition

Even as the coronavirus pandemic has upended much of how we understand our lives to work, it has made me wonder about a potential good impact:

Will our lives feel more time abundant, now that we can’t go anywhere?

That and another tangentially related item in this edition of Meg’s Musings.

coronavirus creativity meaning of life musings social distancing stay home time

Yes, vetting a financial planner is still entirely on you. Sorry. Here are some questions that can help.

Flow FP's Block Woman examines potential advisers with a magnifying glass.

I’m guessing you don’t follow the financial-services media, so you probably missed the recent Giant Kerfuffle: the CFP® Board decided to remove compensation method from its Find a Planner tool.
Continue reading

financial planner financial planner benefits financial planning

Confessions of a Comprehensive Financial Planner

I am not the expert.

EVOKE life planning Life values

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 share, too) of lots of people. My clients share a touching amount of their lives with me. I try quite hard, indeed, to cultivate a relationship and environment in which people feel comfortable doing that. I believe the fleece jacket goes a long way.Continue reading

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Report from the Women-in-Tech Front (a.k.a. GHC19)

Things I learned at Grace Hopper this year:

I cannot do basic arithmetic while standing in front of an audience of 200 people. 100 x 1000 really should be doable.
Yes there is a wrong way to hold the slide clicker, Mr. “You can’t mess it up” A/V guy. Just Watch Me.

ghc RSU RSUs stock options women in tech

Flow Is Hiring!

Specifically, hiring an Associate Advisor.

double-trigger vesting IPO lockup period privately held company public company RSUs

Flow Turns 3

Flow FP's Block Woman celebrates 3 years of Flow Financial Planning!

Today is Flow’s third anniversary. Hallelujah.

I am occasionally the introspective sort. And occasionally others benefit from those introspections, so I thought I’d publish said introspections on the last three years. Here’s my two-year retrospective.Continue reading

3 years anniversary business owner entrepreneur financial planner retrospective

Category: Financial planning

Are you in a committed, but unmarried, partnership? You need to think about a few things.

Meg’s Musings: The Unknown

Reasonable but Arbitrary: The Best You Can Do with Many Financial Decisions.

Reflections on Four Years of Flow.

Yes, vetting a financial planner is still entirely on you. Sorry. Here are some questions that can help.

Confessions of a Comprehensive Financial Planner

Meg’s Musings (Inaugural!)

Report from the Women-in-Tech Front (a.k.a. GHC19)

Flow Is Hiring!

Flow Turns 3

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