Flow Financial is a comprehensive financial life planning and investment management firm on a mission to help people align and optimize their resources (both financial and personal) with their vision for life.
As a part of Flow's ongoing service offering, clients receive ongoing advice and implementation support regarding:
- Financial Planning
- Cash Flow Planning
- Education Planning
- Estate Planning
- Insurance Planning
- Investment Management
- Retirement Planning
- Tax Planning
- Transition Planning
- Business/Succession and Exit Planning
- Equity Compensation Planning
- Benefit & Aging Planning
Flow's approach to client relationships is based on the notion that planning is not a one-time affair. Instead, Flow believes effective planning in an ever-changing world is an ongoing practice which balances the desire to optimize financial today's landscape using best-available information with the need to retain enough flexibility to navigate the unknowns of tomorrow.
In a client's first year with Flow, the firm helps them:
- Clarify their current financial picture
- Explore where they want to go (their life vision)
- Identify and address any major gaps and risks to safeguard that vision
Once these initial triage items have been addressed, which can take between a few months to a year depending on the clients' unique circumstances, the client transitions to a regular service calendar in which Flow routinely explores all areas of the financial planning landscape.
The objective of this service model is to make it as easy as possible for clients to maintain informed financial peace of mind and proactivity while increasing their capacity to focus on the people, causes and lifestyle they enjoy.