Goal Setting Archives - Flow Financial Planning

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

It’s 20 (40) years until I retire! How do I save and invest for the between-now-and-then? (Video)

We’re pretty good at saving for the long term (retirement). We have our 401(k)s and IRAs. We’re pretty good at saving for now. We have cash in our bank accounts. But what do we do for the *decades* between now and retirement? How do we save and invest for that?

When You Make a Financial Choice, What’s Motivating It? Something Truly You or External Factors?

A friend and fellow financial-planning-firm owner forwarded an email to me recently. It was a promotion from Google Ads, promising $300 in free ads if he first spent $300 of his own money. He wanted to know if I thought he should do it.

Do You Want to Radically Change Your Life, and You’re a Bit Scared to Do It?

I think it is not controversial to say that the lives of 20-, 30-, and 40-somethings change all the time. A new job. Moving. Getting married. Having kids. Another new job. Moving in together. Breaking up. Going back to school. Getting married. Another new job.

And sometimes you might want to Change Everything At The Same Time.Read More

Retirement is so far away it isn’t real. How can you make sure you’re still saving enough? (Video)

If you’re 30 or 40, retirement can be decades off, and so it’s really hard to envision yourself as a retired person.

The Not-So-Obvious Benefits of Using a Financial Planner

What should I do with my stock options?

How much house should I buy?

How much should I be saving?

Is this idea crazy?

Meg’s Musings (Inaugural!)

It’s 20 (40) years until I retire! How do I save and invest for the between-now-and-then? (Video)

When You Make a Financial Choice, What’s Motivating It? Something Truly You or External Factors?

Do You Want to Radically Change Your Life, and You’re a Bit Scared to Do It?

Retirement is so far away it isn’t real. How can you make sure you’re still saving enough? (Video)

The Not-So-Obvious Benefits of Using a Financial Planner

I have a mountain of cash. I know I should probably be doing something better with it. But what?

Pay Attention to Your Spending on Amazon (Video)

You Just Received an Inheritance or Other Windfall. NOW What Should You Do?

Should I Use a Roboadvisor? (Video)

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