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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

Tag: investment strategy

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  2. Tag Archives: investment strategy

I Work with Early to Mid Career Clients. Why Did I Get a Retirement Professional Designation?

A purple-ish Block Woman views a blurry certificate hanging on the wall

If you look at our website—and please do! I quite like it—you’ll see that we ask “Are you a woman in your early to mid career in tech?” That’s the demographic we target.

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Financial Independence investing investment strategy retirement Retirement Income Certified Professional retirement savings RICP

Maybe You Can’t Retire Yet, But Can You Stop Worrying About Earning as Much?

Block Woman is perched on a tiny green skate board

Some of our clients go through an IPO and come out the other end financially independent. Thirty-five years old, with $10M in the bank? Check. (Technically, not the bank, but a broadly diversified, low-cost portfolio. At least, that’s the hope!)

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Coast FIRE Financial Independence Financial Independence Retire Early FIRE investing investment strategy

You Have Millions of Dollars. Perhaps You *Can* Invest in Fancy Investments, But You Needn’t.

Block Woman gazes at a jumble of wires and circuit boards. Above Block Woman's head are 2 exclamation marks and 2 question marks.

We work with plenty of clients who, at an enviably young age, already have a portfolio worth millions of dollars. (Thank you, IPOs.)

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investing investment strategy

Lessons from Airbnb’s IPO

Flow FP's Block Woman launches in AirBnB's Apollo 11 rocket.

The unique, initial 7-day trading window for all the Airbnb employees after the IPO has now closed. What might we learn from Airbnb’s IPO, even though we still have most of a 6-month lockup left to go? I think plenty.

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airbnb company stock options investing investment strategy IPO Options public company restricted stock units RSU RSUs stock options

Airbnb Is Going Public. What Should I Do with My Stock Options?

Flow FP's Block Woman launches in AirBnB's Apollo 11 rocket.

Airbnb is going public. You have stock options. Likely you also have RSUs and possibly even outright shares of stock. Does it all feel like one inextricable heap? How will you ever create a comprehensive, comprehensible strategy for all of this?

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airbnb company stock options investing investment strategy IPO Options public company restricted stock units RSU RSUs stock options

Airbnb Is Going Public. What Should I Do with my RSUs?

Flow FP's Block Woman launches in AirBnB's Apollo 11 rocket.

Airbnb is going public. You have a bunch of RSUs. You are wide-eyed with uncertainty and excitement. Discuss.

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airbnb company stock options investing investment strategy IPO Options public company restricted stock units RSU RSUs stock options

Airbnb Is Going Public. What a Good Time to Give Away Your Money.

Flow FP's Block Woman launches in AirBnB's Apollo 11 rocket.

If you’re staring at a windfall from Airbnb’s upcoming IPO, let’s take a moment to think about giving some of it away.

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airbnb charitable donations charitable giving company stock options investing investment strategy IPO Options philanthropy RSUs stock options

Airbnb Is Going Public. Time to Create a (Flexible) Strategy.

Flow FP's Block Woman launches in AirBnB's Apollo 11 rocket.

Soooo…Airbnb’s going public. Can I get a woo woooo?!

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airbnb company stock company stock options exercising options investing investment strategy IPO Options private company stock RSUs stock options

Stock market. Coronavirus. Do you feel a wee bit anxious? Find comfort in numbers (and double entendres!).

Presumably you have been consuming a lot of media about the coronavirus and the recent stock-market drop. Over the last two weeks, the financial media has been bleeding and leading, so I thought a less hysterical commentary on at least the stock-market part might be helpful.
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coronavirus investment management investment strategy mindset stock market stock market down
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