General Finance Archives - Flow Financial Planning

Flow FP's Block Woman Contemplates the Shell Game

Tricks (Witting or Not) that Investment Advisors Play

I am an investment advisor. I believe that I, and many other investment advisors, bring real value to our clients’ lives. But man, this profession is rife with, mmmm, unseemly behavior.Read More

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.Read More

Flow FP's Block woman is safe in her bucket, in a dangerous world.

It’s the 90th anniversary of the Crash of 1929. Are you ready for the next market crash?

As is part of my weekend tradition, this past weekend I read Jason Zweig’s column (paywall) in the Wall Street Journal. (And yes, to answer your unasked question: I do revel in embodying some stereotypes of financial professionals.)

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.

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

Flow Turns 3

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.Read More

How Do I Combine Finances with My Partner?

Let’s just get this out of the way at the beginning: There is no one right way to combine finances with your romantic partner. The “right” way differs from couple to couple…and over time for the same couple!
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Flow FP's block woman contemplates her emergency fund.

Emergency funds. Yes, they’re boring. But do you actually have one that’s big enough?

You cannot cruise the internet without tripping over articles about the partial government shutdown and the increasingly horrible effects it’s having on many government workers and their finances and their psyches.
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You really really want to do [fill in Your Thing here]. Are you simply waiting for permission? (Video)

Do you have a Big Idea for your life? Quit your job and start your own business! Take a sabbatical! Buy an expensive home! Go back to school! And is it So Big that it’s Too Scary to contemplate doing on your own? One of my favorite things to do with my clients is to say “Yes, you can.” Are you simply waiting for someone to give you permission?
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What a yoga practice can teach you about building strong personal finances (Video)

If you have a yoga practice, you probably know the importance of having a strong, rooted foundation so that the rest of your body can “fly,” both joyfully and safely. Turns out, personal finances work the same way.Read More

You have limited time and energy to work on finances. Don’t waste it. (Video)

There are a million things you can do to improve your finances. Unfortunately, most of them won’t make much difference. Spending less, saving more, understanding your stock compensation plan…now THOSE are worth your effort.
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