Flow Financial Planning

Finance · Washington, United States · 1-10 Employees

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Overview

Headquarters

1326 Grant St, Bellingham, Washington, 9...

Phone Number

(360) 643-0788

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
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ZI Rank
1
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About Flow Financial Planning

Flow Financial Planning, LLC specializes in providing financial planning services tailored for mid-career women in the tech industry. They focus on helping clients navigate complex financial situations such as IPO planning, stock compensation, and career transitions. The company aims to alleviate financial anxiety and empower clients to make informed decisions about their finances. Founded by Meg Bartelt in 2016, Flow is dedicated to guiding women towards a strong financial foundation and fulfilling lives.Explore more
Flow Financial Planning's Social MediaPopular SearchesFlow Financial Planning LLCFLOW Financial PlanningFlow FinanceFlow Financial Planning, LLC!Flow Financial ServicesSIC Code 62,628NAICS Code 52,523Show more

Flow Financial Planning Org Chart

PhoneEmail
JB
United States flag for contact location.

Client Services Associate

PhoneEmail
YH
United States flag for contact location.

Financial Planner

PhoneEmail
MB
United States flag for contact location.

Financial Planner

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Flow Financial Planning

<$5M
1-10
Private
-
2016
JB
Janice BakkeClient Services Associate
$8.6M
11-50
Private
-
2010
MG
Michael GoodwinFounding Partner
<$5M
1-10
Private
-
2021
JW
James WymaFinancial Consulting Assistant
<$5M
1-10
Private
-
2008
N/A
<$5M
1-10
Private
-
2003
Wm. Lee, President at Wealth Advisory Services
Wm. LeePresident
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2018
BF
Brian FryFinancial Planner & Founder
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Flow Financial Planning is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Flow Financial Planning is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Flow Financial Planning.

Flow Financial Planning Tech Stack

A closer look at the technologies used by Flow Financial Planning

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Frequently Asked Questions Regarding Flow Financial Planning

What is Flow Financial Planning's official website?
Flow Financial Planning's official website is www.flowfp.com
What is Flow Financial Planning's Revenue?
Flow Financial Planning's revenue is <$5 Million
What is Flow Financial Planning's SIC code?
Flow Financial Planning's SIC: 62,628
What is Flow Financial Planning's NAICS code?
Flow Financial Planning's NAICS: 52,523
How many employees does Flow Financial Planning have?
Flow Financial Planning has 1-10 employees
What industry does Flow Financial Planning belong to?
Flow Financial Planning is in the industry of: Finance, Securities Trading
What is Flow Financial Planning competition?
Flow Financial Planning top competitors include: Sherwood Investment Services, Pillar Wealth Management, Veritas Financial Consulting, Safe Landing Financial
What technology does Flow Financial Planning use?
Some of the popular technologies that Flow Financial Planning uses are: WordPress.org, PHP, Font Awesome, Sectigo
How do I contact Flow Financial Planning?
Flow Financial Planning contact info: Phone number: (360) 643-0788 Website: www.flowfp.com
What does Flow Financial Planning do?

Flow Financial Planning, LLC specializes in providing financial planning services tailored for mid-career women in the tech industry. They focus on helping clients navigate complex financial situations such as IPO planning, stock compensation, and career transitions. The company aims to alleviate financial anxiety and empower clients to make inform... ed decisions about their finances. Founded by Meg Bartelt in 2016, Flow is dedicated to guiding women towards a strong financial foundation and fulfilling lives.Read More

What are Flow Financial Planning social media links?
Flow Financial Planning Linkedin page Flow Financial Planning Twitter page Flow Financial Planning Facebook page
Is Flow Financial Planning a public company?
Flow Financial Planning is private company therefore does not currently have an official ticker symbol
See more information about Flow Financial Planning

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