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Flow Financial Planning, LLC
Meg Bartelt, CFP®, MSFP, is the President of Flow Financial Planning, LLC, a fee-only virtual firm that provides financial guidance to women in tech. She is a member of the XY Planning Network. Previously, she spent over a decade in software security.
Bartelt helps women take advantage of career opportunities, navigate a male-dominated industry and use their own financial potential in order to live the life they want. She lives in Bellingham, Washington, with her husband, two young daughters and Julia the Puppy.
With 2016 taxes in the rearview mirror, it's time to take stock of some missed opportunities for next year that could save you money and headaches.
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