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Hi, and welcome to the Longview.

I'm Christine Bands, Director of Personal Finance for Morningstar.

And I'm Jeff Battack, Chief Ratings Officer for Morningstar Research Services.

Our guest on the podcast today is financial advisor Meg Bartelt. She started Flow

Financial Planning, a fee-only practice geared toward providing financial guidance for women in the

technology sector in 2016.

Prior to starting flow financial, Meg worked for a fee-only registered investment advisor in Virginia

and was a technical writer for 10 years in the San Francisco Bay Area.

She received her master's degree in financial planning from Golden Gate University

and her Bachelor of Arts and Economics from Wellesley

College. She's also a certified financial planner. Meg, welcome to the Longview.

Thank you. Thank you. Thanks for being here. We want to talk about your specific focus in your

financial planning practice. Many in the financial advice industry have embraced this trend

towards specialization, especially given the evolution of financial advice into an all sort of

digital, virtual format. Can you talk about how you arrived at your firm's focus on women in the technology

...