Meg Bartelt, MSFP, CFP®
President, 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.
E-mail: meg@flowfp.com
Website: flowfp.com
Blog: flowfp.com/blog
Look Beyond Salary to Judge a Job
retirement
Look Beyond Salary to Judge a Job
Factor in benefits when evaluating the job you're in or one you may be considering. They can be worth thousands, but they can also pay off in importan…
May 1, 2018
This Is What Good Financial Planners Do
investing
This Is What Good Financial Planners Do
It’s about much more than just helping you with your investments. Here are some things that you should be getting out of your relationship.
June 27, 2017
Making Next Year's Taxes Less Painful
taxes
Making Next Year's Taxes Less Painful
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.
April 20, 2017
Can You Get By Without a Financial Planner?
retirement
Can You Get By Without a Financial Planner?
Here’s what to ask yourself to find out whether you are prepared to go it alone.
March 27, 2017
The Best Investment You Can Make Isn’t in Your 401(k)
investing
The Best Investment You Can Make Isn’t in Your 401(k)
Investing in yourself, through classes, career building, networking and just plain taking care of yourself, can pay off more in the long run than anyt…
February 28, 2017
Simple Steps to Save on Investment Fees
investing
Simple Steps to Save on Investment Fees
Some of the costs associated with saving and investing are patently obvious, but there are others that can be quite well hidden.
January 12, 2017
How to Negotiate to Get More Out of Your Career
business
How to Negotiate to Get More Out of Your Career
Women especially need to be ready to ask for what they want on the job.
December 27, 2016
Why the Investing Gender Gap Works for Women
Investor Psychology
Why the Investing Gender Gap Works for Women
The so-called weaknesses females have when it comes to investing might actually be strengths.
November 14, 2016
How To Find a Financial Adviser You Can Trust
Financial Planning
How To Find a Financial Adviser You Can Trust
The financial industry is generally clouded by an atmosphere of distrust, but with the new fiduciary rule and doing your due diligence, you can find t…
October 31, 2016