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Flow Financial Planning, LLC
  • Home
  • About
    • About
    • Flow in the Media
    • FAQs
  • What We Do
  • Blog
  • Contact
  • Schedule a 15-min intro call
  • Home
  • About
    • About
    • Flow in the Media
    • FAQs
  • What We Do
  • Blog
  • Contact
  • Schedule a 15-min intro call
Schedule a Consultation

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Flow Financial's Block Woman reads her Benefits Packages

Pay Attention to Your Employee Benefits. They Can Be More Important Than Your Salary.

Even though you get paid well in the tech industry–in both dollars and company stock–there’s another part of your total compensation that you should probably pay more attention to: employee benefits.

A dog named 401(k) performs "roll over" for Flow FP's mascot, block girl.

What Should I Do with My Old 401(k)?

Did you just leave your job? Or did you leave a job a loooong time ago, and just never did anything with that 401(k)?

What You Should Know About the New Tax Bill Before Year’s End

Do you need to do anything before year’s end in anticipation of the newly reconciled tax bill, likely taking effect January 1?

Trusting a Financial Advisor Is So Important. But Is It Possible?

Bernie Madoff. Hard-driving insurance salespeople. Mutual-fund salespeople in advisor’s clothing. There are plenty of reasons to distrust financial professionals.

Socially Responsible Investing: Is It a Good Idea for Women in Tech?

If you’re a woman in tech, you’re likely interested in Socially Responsible Investing. You’re affluent,  highly educated, and female. The exact demographics most interested in SRI. Which is to say, my clients.

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