Are You a mid-career Woman in Tech?

Let's Organize and Understand Your Finances. Eliminate that constant low-level anxiety. Now You Can Focus on the Rest of Your Busy Life. Aaaaahhh.

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We are experts in IPO planning (pre-IPO, navigating the IPO, and post-IPO financial independence) and not making people feel bad about their finances.

Do you struggle with any of these challenges? We can help:

Your company is going public.

It’s. finally. happening. What should you—or even can you—do with your RSUs, stock options, and stock? How much should you sell and when? Should you enroll in this new ESPP? What about taxes?

We’ve led dozens of clients through IPOs and direct listings. We can bring the technical chops, and we ask you to bring the introspection about what really matters to you. Because that, and not anyone’s guess about the future stock price, is the real driver.

You work at a pre-IPO company.

Maybe it’s going to go public. Aaaaand maybe not.

What should you do with your stock options? How do these RSUs even work? What happens if you leave?

Working at a pre-IPO company is the best opportunity you’ll have for getting Big Money. But the earlier stage the company, the bigger the risk it’ll amount to nothing...or at least nothing much. We help you balance that opportunity with the risk.

You have stock compensation...and are bewildered.

“I’m a UX Designer, not a stock comp specialist! Help!”

Exactly. Knowing the intricacies of RSUs, stock options, and ESPPs isn’t your job. Thankfully, it is ours. We help you understand how it works and guide you to making a decision that works for you. Also, the taxes. We can help you understand the taxes. It’s okay. Deep breath.

You want to take a break from tech.

Do you not want to work in tech forever? Do you need a break just to be able to think about taking a break?

We help you figure out the technicalities of taking a sabbatical (How do you pay your bills? What about health insurance? What about all this company stock?) as well as help you paint the picture of what comes next.

You want to give to charity.

Do you realize how lucky you are to come into All. This. Money? Do you feel pulled to use your wealth to help others?

We help you think through who gets your money, what other resources (time! skill!) you can provide, how much money to give away while still supporting your own goals, and how to most tax-effectively give away that money.

You’re changing jobs.

What should you negotiate for? What should you do with your old 401(k)? How do you compare two job offers? What about the company stock you’re leaving behind?

We got you.

There’s just so much to figure out.

Ayup.

You can rely on us to step through all the financial nitty gritty, helping you understand what you need to. We have designed our service around your experience in the tech industry (how 401(k)s work, open enrollment, comparing job offers) and at your stage of life (Babies! Home buying! Marriage!).

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About FLOW

Our clients motivate us. Their willingness to show up in the midst of busy, stressful lives. To tackle tough issues. To laugh and cry. To make us laugh and cry.

We focus on women in their mid career because this is when so much is happening! Changing jobs. Changing careers. Buying a home. Getting married. Having kids while also caring for your parents.

Most of these women have never had to deal with the scale and complexity of the finances they now have, and they have precious few people to talk to about it all.

Founded by Meg Bartelt in 2016, and inspired by her own early career in the tech industry, we know that if we can guide these women to creating a strong and flexible financial foundation, if we can help them unearth, clarify, and commit to what truly matters to them, then they will be more fulfilled and financially stronger for the rest of their lives.

Quite the return on investment, we’d say!