Maximum Advisor

On this week’s episode of Maximum Advisor Podcast, Chip Munn sits down with Meg Bartelt, founder and Lead Planner of Flow Financial Planning.  Chip and Meg start the segment by discussing Meg’s background in both the financial and tech worlds. Meg began her career as a technical writer based on the West Coast, eventually obtaining her masters in financial planning. Shortly after, she transitioned to working in fee-only RIA firms located in Norfolk, Virginia.  Meg explains that she began to feel uninterested in the firm’s investment focus where the audience was largely retirees. A career shift and cross-country move to Washington State, Meg decided it was time to start her own firm, with her target market being women within the tech industry. In her own words, it was time to let the “Meg flag fly”.  Meg describes the first couple of years laying the foundation of her firm, the support she received, and facing her own doubts. She says, “And it was really hard emotionally because, you know, as the