Do you offer hourly financial planning?

Yes. Woven Capital offers hourly financial planning at a rate of $200 per hour. Depending on your needs, one of our ongoing planning packages may provide more value and long-term support.

Can I work with you if I only have a 401(k) or 403(b)?

Absolutely. We work with clients at many different stages of their financial journey, including individuals who primarily save through employer retirement plans like 401(k)s and 403(b)s.

Who is a good fit for Woven Capital?

Woven Capital primarily works with busy professionals, especially tech employees, who want help with financial planning, investing, retirement planning, equity compensation, and long-term wealth management.

Who may not be a good fit for Woven Capital?

Our services may not be the best fit for individuals focused on short-term stock trading, market speculation, or active investment management strategies.

Can you help with debt planning?

Yes. We help clients create plans for managing mortgages, student loans, and moderate debt obligations as part of an overall financial plan.

Where do you work with clients?

Woven Capital works virtually with clients across the United States through video meetings and digital planning tools. We are based in Redding, California.

How does Woven Capital get paid?

Woven Capital is a fee-only financial planning and investment management firm. We do not receive commissions or sell financial products.

Do you sell insurance or prepare taxes?

No. We do not sell insurance or prepare tax or estate planning documents. However, we can coordinate with trusted professionals when needed.

How do you protect client information?

Protecting client information is a top priority. Woven Capital uses secure systems and follows industry best practices to safeguard personal and financial data.

Can I cancel my financial planning subscription?

Yes. Clients can cancel ongoing services at any time. There are no long-term contracts required.

How do I know if I’m ready to work with a financial planner?

You may be ready to work with a financial planner if you feel overwhelmed managing your finances, are experiencing a major life transition, or want professional guidance for long-term financial decisions.

What is your investment philosophy?

We believe in long-term investing using diversified, low-cost investment strategies designed to support each client’s financial goals and risk tolerance.

Why choose Woven Capital as your financial planner?

Woven Capital is a fee-only financial planning firm led by a CERTIFIED FINANCIAL PLANNER™ professional focused on helping clients make thoughtful, long-term financial decisions with clarity and confidence.

Financial Planning Services for Tech Professionals

You’ve worked hard to build something. A career in tech comes with real financial complexity, from equity compensation that can change your life to retirement accounts that rarely come with clear instructions. At Woven Capital, we help you cut through the noise with fee-only, fiduciary financial planning built specifically for where you are and where you want to go.

Here’s what we help with.

Financial Planning Services for Tech Professionals

Starting at $1,500 (one-time fee).

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Investment Management

Starting at 0.90% annual fee with a 0.225% quarterly fee for assets up to $1,000,001

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Equity Compensation Planning

RSUs, stock options, ISOs, NSOs, ESPPs. If your compensation package includes any of these, you already know how quickly things can get complicated. When do you exercise? What’s the tax hit? How much concentration risk are you comfortable with? We help tech employees understand their equity inside and out, build a plan for when and how to act, and make decisions that align with their bigger financial picture.

Whether you’re at a growth-stage startup with options you can’t touch yet or at a public company watching your RSU vesting schedule, we can help you think it through.

IPO and Liquidity Event Planning

An IPO or acquisition can be a life-changing moment, but only if you plan for it ahead of time. Lockup expirations, tax strategy, concentrated stock positions, sudden cash windfalls: these are the moments where decisions made in the first 90 days can have decade-long consequences.

We work with tech professionals navigating liquidity events to build a clear, calm plan before the chaos hits, and to execute it thoughtfully when it does.

Retirement Planning

A 401(k) is just the beginning. For high-income tech workers, retirement planning often involves strategies like the mega backdoor Roth, after-tax contributions, and Roth conversions that most people have never heard of but absolutely should be using.

We help you maximize what’s available to you, make smart decisions about Roth versus traditional contributions, and build a long-term strategy that keeps you on track, whether you’re 10 years from retirement or 30.

Tax Strategy

Nobody likes paying more taxes than they have to. For tech professionals with equity compensation, high salaries, and complex income situations, proactive tax planning is one of the highest-leverage things you can do.

We help with tax-efficient investing, capital gains management, charitable giving strategies, and coordinating your overall financial picture so you’re not leaving money on the table at year’s end.

Investment Management

Your investments should reflect your values, not just a generic model portfolio. We build and manage diversified investment strategies using socially responsible and ESG-aligned funds, grounded in evidence-based investing principles.

No commissions. No products to sell. Just a thoughtful portfolio built for your goals, your risk tolerance, and your values.

How We Work Together

Woven Capital is fee-only and fiduciary. That means we’re legally obligated to act in your best interest, and we’re compensated only by you. No commissions, no kickbacks, no conflicts of interest.

We work with clients who are ready to get serious about their financial future and want a planner who will actually pay attention to the details. If that sounds like you, let’s talk.

Ready to Get Started?

Financial Planning and Wealth Management for Tech Professionals

Yes, I am ready!