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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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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.

You Have RSUs in Your Private Company. How Do They Work? How Should You Use Them?

A lot of my clients receive RSUs. In public companies. But what if you work for a private company?  That’s not so straightforward. 

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?

I know the tax laws changed. Should I do anything differently?

You know that our tax laws changed a lot on January 1. But what you might not know is, “What should I do about it?”

Career Lessons for Women in Tech from the Grace Hopper Conference

Perhaps my most visceral lesson from the recent Grace Hopper conference was “Good lord, Google has a lot of money.”

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