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About
Services
The Woven Road Map
Personal CFO
Investment Management
Blog
Contact
Client Portal
Schedule a Meeting
The Woven Blog
November 3, 2025
Thanksgiving for Your Future Self: Gratitude-Based Goal Setting for 2026 Financial Planning
As Thanksgiving approaches, many of us find ourselves reflecting on what we’re grateful for: family, health, career achievements, and the...
Popular Reads
Thanksgiving for Your Future Self: Gratitude-Based Goal Setting for 2026 Financial Planning
My Company Is Going Public, Now What: What To Do With your RSUs
Tax Tips Tech Titans Should Know
Retirement Planning for Entrepreneurs
The Three Business Card Life: Freelancing – A How to Guide
The IPO Wealth Windfall: Preparing for Life-Changing Liquidity Events
The notification hits your inbox: your company is going public. Suddenly, those stock options and equity grants that felt abstract...
Open Enrollment Optimization: Maximizing Your Tech Company Benefits Beyond Just Health Insurance
Open enrollment season arrives like clockwork each fall, and for most professionals, it feels like a rushed decision-making marathon focused...
Sustainable September: How ESG Investing Can Align Your Tech Salary with Your Values
September has become synonymous with fresh starts—back to school, new goals, renewed focus. For tech professionals seeking to make their...
Year-End RSU Tax Planning: Strategies for Tech Professionals Before Q4
As we approach the final quarter of the year, tech professionals with Restricted Stock Units (RSUs) face a critical window...
Strengthening Your Financial Foundation: Smart Preparation for Uncertain Times
In today’s rapidly changing economic environment, taking proactive steps to protect your finances and personal information is simply prudent planning....
Smart Strategies for Your Family’s Education Goals
Did you know the average cost of a four-year college education today can exceed $60,000—and that’s just for in-state tuition?...
Reviewing Your Insurance Policies in the New Year: Lessons from California’s Wildfires
As we kick off the new year, it’s a great time to review and reassess essential aspects of your financial...
Legacy Planning – Conversations You Should Be Having With Your Family Members this Holiday Season
Chestnuts roasting by the open fire, endless sweet treats, and peppermint hot chocolate during a snowy evening set the scene...
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