Flow Financial Planning, LLC
1326 Grant St
Bellingham, WA 98225
Training: Advanced more info
Master of Life Planning
RLP® actively participating in Life Planning Mastery program
Completed entire Registered Life Planner® (RLP®) curriculum
Completed 7 Stages and EVOKE® practical training
Completed introductory 7 Stages Life Planning Workshop
Completed Life Planning Presentation Training
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