So. Many. Moving. Parts.
Let’s put them together.
We’re so glad you reached out. Truly. Everyone here at Flow gets so much joy out of seeing people become more confident about their money, grow their financial strength, and most importantly, pursue the life they really want.
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Send us a message
We would love to hear from you.
We’ll get back to you within a week.
Want to talk with us?
What type of call would you like to schedule?
We haven’t yet decided to work together.
It is our chance to feel each other out.
You tell Us: Why are you reaching out? What do you want to get out of this call? What is most pressing for you in your (financial) life?
We will answer your questions and explain our process and our fees.
This has to be a good match in both directions. This is such personal, sensitive meaningful work, that we have to fit in terms of personality and process.
Our Goal for This Call
The goal of our first call is not necessarily to win you as a client; it’s to make sure that what we offer is what you need, and that what you need is something we can give to you. If we can identify that you’d be better off with another financial planner or a different resource, that is a good outcome, too.
At Flow we focus on the client. The money is only a tool. This conversation is the starting point of future conversations and of our work together.
I offer a Friday AMA (Ask Me Anything) for financial planners, current or aspiring.
Do you want to know more about helping clients with equity compensation? About starting and growing a firm in the first 5 years? Blogging? Life planning? Crying a lot in year 1?
These sessions are free. If you find your session helpful, I ask that you give money, if you can afford it, to the BLX Internship Program, an organization whose goal is to “provide an opportunity for aspiring Black and Latinx financial planners to obtain an internship at a fee-only financial planning firm.”
This is my way of “paying it forward,” because lord knows I have received—and continue to receive!—so much help from other financial planners.
Up to 3 attendees (plus me) at a time. Depending on who RSVPs, we may cover a range of topics. It could even be 1:1, if you are the only person who RSVPs.