Flow Financial Planning
Financial Services, Conway Hl Rd, Mount Vernon, , 98274, Washington, 19356, United States, 1-10 Employees
Who is FLOW FINANCIAL PLANNING
Flow provides ongoing financial planning and investment management to women in their early to mid career in the tech industry. We have particular expertise in pre-IPO and IPO planning...a...
Read More
-
Headquarters: 19356 Conway Hl Rd, Mount Vernon, Washington, 98274, United States
-
Date Founded: 2016
-
Employees: 1-10
-
Revenue: Under $1 Million
-
Active Tech Stack: See technologies
Industry: Financial Services
Does something look wrong? Fix it. | View contact records from FLOW FINANCIAL PLANNING
Flow Financial Planning Org Chart and Mapping
Email
Phone
Sign in to CIENCE GO Data to uncover contact details
Free credits every month
Frequently Asked Questions Regarding Flow Financial Planning
Answer: Flow Financial Planning's headquarters are located at Conway Hl Rd, Mount Vernon, , 98274, Washington, 19356, United States
Answer: Flow Financial Planning's official website is https://flowfp.com
Answer: Flow Financial Planning's revenue is Under $1 Million
Answer: Flow Financial Planning has 1-10 employees
Answer: Flow Financial Planning is in Financial Services
Answer: Flow Financial Planning contact info: Phone number: Website: https://flowfp.com
Answer: Flow provides ongoing financial planning and investment management to women in their early to mid career in the tech industry. We have particular expertise in pre-IPO and IPO planning...and not making people feel bad about their finances. We are a virtual firm, we live in the Pacific Northwest, and we work with clients all over the country. We focus on women at this career stage because this is when So Much Is Happening! Changing jobs! Changing careers! Moving in together! Buying a home! Getting married! Having babies! Existential crises! 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. 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, wed say! Our biggest role is to be your advocate and thinking partner. If you want to get technical about it, we can also help you with: * Stock compensation (private and public company) * Changing jobs * Taking a break from tech (temporary or permanent!) * Giving to to charity * Handling this windfall of money that just landed in your lap. Eeep! * Open enrollment (health insurance, yep) * Taxes, understanding and staying on top of them (we don't prepare taxes; but we work closely with CPAs!) * Connecting to other professionals who can help (career coaches, insurance brokers, CPAs, attorneys, etc.)
Premium Sales Data for Prospecting
-
Sales data across over 200M records
-
Up-to-date records (less decayed data)
-
Accurate Email Lists (real-world tested)
-
Powerful search engine and intuitive interface
Get Full Access
Sign in to CIENCE GO Data to uncover contact details
Free credits every month