You're a Financial Planner, Now What?

You're a Financial Planner, Now What?


Taking Your Career as It Comes

March 17, 2020

Go big or go home. Dream big. But what if you’re not the “dreamer” type? Good news: you can still reach your goals. We talk to Meg Bartelt, CFP® and president of Flow Financial Planning, about how she built her firm through hard work, self-care, an awesome online presence, and more.