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Do you recognize yourself in any of these situations? While everyone’s finances are complicated (if nothing else, because their lives are complicated), there’s actually a fairly short list of reasons that people reach out to us, to work together. I hereby present to you the most common reasons that people want to work with us. […]
Most people have no idea what working with a financial planner is like. Every prospective client I speak with has questions about what it’s like to work with us at Flow. While nothing can replace the actual experience, I hereby swear to write as much as necessary to paint that picture! No word left unturned! […]
As we near the end of charities’ fiscal years, you might notice nonprofits reaching out to supporters—like you—to assist with their year-end fundraising goals. So you may be wondering: as a person who cares about the world around me, how the heck can I organize my charitable giving efforts?
I’m violating one of the cardinal rules of content marketing here by writing about something I want you to know about, instead of something that you want you to know about.
Preparing for the Airbnb IPO Welcome! Welp, today was exciting. The S-1 was finally made public, and the IPO seems to be a go. (It is not, to be sure, a guaranteed thing until I see that ticker on NASDAQ.) If you are an employee or former employee, you received a bevy of information today. Airbnb […]