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Meg Bartelt, CFP®, RICP®, MS

Financial Planner for Women in Tech and Post-IPO Financial Independence; Founder, Flow Financial Planning℠, LLC

Meg Bartelt, CFP®, RICP®, MS is the Founder and President of Flow Financial Planning, LLC, a virtual fee-only financial planning firm she established in 2016.15 Her firm specializes in providing financial guidance to women in the tech industry, particularly those in their early to mid-career stages, with a focus on pre-IPO and IPO planning.15

Meg has over 7 years of experience running her own advisory firm, which currently oversees almost $60 million in assets under management for about 60 client households.1 She is known for continuously evolving her business model, including adjusting her niche focus, fee structures, and client meeting cadences to better serve her clients and improve her practice.1

Before founding Flow Financial Planning, Meg spent over a decade in the software security industry.2 She transitioned to financial planning, obtaining her Certified Financial Planner (CFP®) designation in 2016 and recently acquiring the Retirement Income Certified Professional (RICP®) credential in March 2024.6

Meg is based in Bellingham, Washington, and runs her firm virtually, allowing her to serve clients across different locations.16 She is an active member of the financial planning community, frequently sharing insights on personal finance through various platforms, including her company blog and LinkedIn.34

Highlights

Nov 18 · flowfp.com
Home - Flow Financial Planning, LLC
Home - Flow Financial Planning, LLC
Sep 11 · twitter.com
Meg Bartelt, CFP®, RICP®, MS on X: "Been working on a "cake and ...
May 26 · kitces.com
Evolving The Business By Adjusting Models And Niche Focus
Jun 27 · kiplinger.com
Articles by Meg Bartelt, MSFP, CFP® | KIPLINGER
Articles by Meg Bartelt, MSFP, CFP® | KIPLINGER

Related Questions

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Meg Bartelt, CFP®, RICP®, MS
Meg Bartelt, CFP®, RICP®, MS, photo 1
Meg Bartelt, CFP®, RICP®, MS, photo 2
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Location

Bellingham, Washington, United States