KEEP YOUR INFORMATION SAFE
Please do not send confidential information by email, either in the body of the email or attachments. Flow Financial Planning, LLC (“Flow”) takes your data security seriously. “Confidential Information” can be your Social Security Number, a password, account number, etc. This email is not secure. Flow can provide alternative, secure transmission methods.
Flow Financial Planning is an Investment Adviser registered with the States of Washington, California, and New York. All views, expressions, and opinions included in this communication are subject to change.
This communication is not intended as an offer or solicitation to buy, hold or sell any financial instrument or investment advisory services. Any information provided has been obtained from sources considered reliable, but we do not guarantee the accuracy or the completeness of any description of securities, markets or developments mentioned.
We may, from time to time, have a position in the securities mentioned and may execute transactions that may not be consistent with this communication’s conclusions.
Please contact us at firstname.lastname@example.org or 360-643-0788 if there is any change in your financial situation, needs, goals or objectives, or if you wish to initiate any restrictions on the management of the account or modify existing restrictions. Additionally, we recommend you compare any account reports from Flow with the account statements from your Custodian.
Please notify us if you do not receive statements from your Custodian on at least a quarterly basis. Our current disclosure brochure, Form ADV Part 2, is available for your review. You may also request it by email. This disclosure brochure, or a summary of material changes made, is also provided to our clients on an annual basis.
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