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.

General Information
Company Name
Flow Financial Planning℠, LLC
Founded Year
2016
Location (Offices)
United States +1
Founders / Decision Makers
Number of Employees
3
Industries
Financial Services, Wealth Management
Funding Stage
-
Social Media

Flow Financial Planning℠, LLC - Company Profile

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

Funding Rounds & Investors of Flow Financial Planning℠, LLC (0)

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There is no investment information

Latest News of Flow Financial Planning℠, LLC

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No recent news or press coverage available for Flow Financial Planning℠, LLC.

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