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Flow Financial Planning℠, LLC logo — We help women in their early-to-mid career in tech use their...

Flow Financial Planning℠, LLC

We help women in their early-to-mid career in tech use their financial opportunities to live the life they want.

Founded 2016 United States United States 3 employees Financial Services, Wealth Management

General Information

Company Name Flow Financial Planning℠, LLC
Founded Year 2016
Location United States United States +1
Employees 3
Industries Financial Services, Wealth Management
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About Flow Financial Planning℠, LLC

Flow Financial Planning℠, LLC is a financial services and wealth management startup that focuses on providing ongoing financial planning and investment management to women in the early-to-mid stages of their tech careers. With a virtual presence in the Pacific Northwest, the company caters to clients nationwide. The company's expertise lies in pre-IPO and IPO planning, with a specific emphasis on assisting women in navigating the financial complexities that often accompany significant life events during this career stage. Flow Financial Planning℠ aims to be an advocate and thinking partner for its clients, offering guidance on various financial aspects, including stock compensation, job transitions, philanthropy, windfall management, tax understanding, and connections to other relevant professionals. Established in 2016, the company aims to empower women in establishing a strong and flexible financial foundation, ultimately leading to increased fulfillment and financial strength throughout their lives. Despite not having specific information about the latest investment, Flow Financial Planning℠ presents a unique opportunity for potential investors to support the financial empowerment of women in the tech industry.

Taxonomy: Financial planning, Investment management, IPO planning, Stock compensation, Women in tech, Employee benefits, RSUs in private companies, Stock option strategy, Tax planning, Virtual firm, Pacific Northwest, Career coaching, CPA partnerships, Financial advocacy

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Flow Financial Planning℠, LLC Alternatives & Competitors

Flow Financial Planning℠, LLC vs
OFS Wealth
OFS Wealth United States

For more than 30 years, OFS has helped athletes, celebrities, and executives manage their wealth....

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Flow Financial Planning℠, LLC vs
Northstar Financial Planning
Northstar Financial Planning United States

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Flow Financial Planning℠, LLC vs
Mueller Financial Services, Inc.
Mueller Financial Services, Inc. United States

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FAQ About Flow Financial Planning℠, LLC

We help women in their early-to-mid career in tech use their financial opportunities to live the life they want.
Flow Financial Planning℠, LLC was founded in 2016.
Flow Financial Planning℠, LLC is headquartered in United States.
Flow Financial Planning℠, LLC operates in the following industries: Financial Services, Wealth Management.
Flow Financial Planning℠, LLC has approximately 3 employees.
Top alternatives and competitors to Flow Financial Planning℠, LLC include OFS Wealth, Northstar Financial Planning, Mueller Financial Services, Inc., Rall Capital Management, Welgaard CPAs & Advisors. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Flow Financial Planning℠, LLC and OFS Wealth are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

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