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with Scott Frank, CFP®, CFA 

and Meg Bartelt, CFP®, RICP®, MS

"MONEY CAN BE CONFUSING - BUT IT DOESN'T HAVE TO BE"

ABOUT US

Meg and Scott have been long time friends who enjoy geeking out about personal finance.  While everyone has unique situations, Scott and Meg feel that everyone should have a base level of financial knowledge. Wanting a better way to educate as many people as possible, Meg and Scott figured the best way was to answer one real personal finance question every other week.

 

This podcast is designed to provide clear and thorough answers to questions we commonly hear from clients and listeners.

About

Scott Frank,
CFP®, CFA

Scott is the founder of Stone Steps Financial. Stone Steps helps entrepreneurs and professionals align their money with life while navigating the complexities of finance.

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Meg Bartelt,
CFP®, RICP®, MS

Meg is the founder of Flow Financial Planning. She helps mid-career women in the tech industry, especially those navigating the complexities and wealth of IPOs.

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Send us your questions!

Want to have your questions featured on the podcast? Once we've received all your info, we will review it and let you know if you were chosen to be featured.

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