Flow Financial Planning, LLC
1326 Grant St
Bellingham, WA 98225
Training: Active Registered Life Planner more info
- Active Registered Life Planner® has earned the Registered Life Planner® designation and continues to keep their skills sharp by regularly attending continuing education sessions (8 hours/2 years).
- Registered Life Planner® designation requires completion of The Seven Stages of Money Maturity® Training (16 hours), immersion in the EVOKE® Life Planning Training (36-40 hours), and a six-month practicum which involves peer review, mentorship, coaching, and supervision (40-50 hours).
- EVOKE® Life Planning Training Graduate has attended a 4-day online or a 5-day residential course on a planning method that uses a structured interview process to uncover clients’ most exciting, meaningful, and fulfilling aspirations and engage them in the work of creating their own vibrant futures, based on a solid financial architecture.
- The Seven Stages of Money Maturity® Training Graduate has attended a 2-day course that teaches listening, principles of communication, and client-planner attitudes, values, biases, and behavioral characteristics and their impact on financial planning.
Women in tech (early to mid career) Stock compensation (options, Restricted Stock Units) in both private and public companies
About My Practice
Flow Financial Planning, LLC was founded in May 2016 to serve women in their early to mid careers in the tech industry. We bring a technically expert but also relaxed (think fleece jackets and the occasional naughty word) and compassionate (no judgment here) approach to women in this stage of their career in an exciting but sometimes not very welcoming industry.
We work best with women, 25 - 45 years old, who want relief and partnership in managing their finances. We don't care about your job title, but we can help you best if you work in the tech industry.
Fee-only, fixed annual fee
Industry Start Date