Fee-Only Financial Planning for Tech Professionals and Values-Driven Investors
Socially Responsible Financial Planning and Wealth Management
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What We’re About
We focus on helping you make exceptional decisions with your money so that you can spend more time doing what you love and less time worrying about whether you’re making the right financial moves. Together, we’ll dig deep to uncover your goals, create a tailored strategy to reach them, and set up bite-sized and actionable “to do’s” to help you move the needle. As your life and goals evolve, we’ll be here to help you adjust and track your progress.
Say Hi!
We want to get to know all of our wonderful new clients to gain a deeper understanding of what matters to you. We want your financial plan and investment strategy to be a reflection of your values and supportive of the lifestyle you’re working toward.
Build a Plan
We’re not like other financial planning practices – we work with you to build a plan that checks all of your boxes. Your life is unique, and we believe the strategy for your finances should be equally unique.
Grow Together
Life changes, and that’s the way it should be. At Woven Capital, we want to support you through each new season of your life and help you to adjust your financial plan as your goals shift.
Live More
You’re busy enough as it is – the last thing you want is to spend an excessive amount of time worrying about your money. Let us help you shoulder that burden. Through our ongoing relationship, we’ll help you to adjust your finances, keep you on track to reach your goals, and spend more of your time doing what you love.
Why Woven?
No Minimums
You’re more than a number. That’s why, at Woven Capital, we don’t believe in asset minimums. You bring so much to the table on your own, and we believe our services can benefit you – no matter what you have to invest right now.
Tech Savvy
We know that tech is a large part of your life. That’s why we’re always using the most up-to-date financial planning software to bring you the best level of service available. Financial planning should seamlessly integrate into your life, and we believe the right tools can help with that.
Fee-Only Planning
We focus on financial planning first and foremost, and we believe that the transparent, fee-only financial planning model reflects that best. We’re not here to sell you insurance, or lock you into a financial product that you don’t need. We don’t receive commission for financial product sales, and we don’t get kickbacks – ever.
From the Woven Blog
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Back-to-School Season: 529 Plans and Education Savings for Tech Families
It’s August, and if you have kids, back-to-school season is in full swing. New backpacks, fresh school supplies, maybe a new laptop or tablet for the school year. But beyond the immediate costs of getting kids ready for the new school year, August is also a great time to think about the bigger picture. How…
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The New California Privacy Laws: What Tech Professionals Need to Know
If you work in tech, you probably think about data privacy all the time. How user data is collected, stored, and used. How to build products that respect privacy. How to comply with regulations like GDPR and CCPA. But when was the last time you thought about your own privacy? Chances are, your personal information…
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Healthcare FSA and HSA Mid-Year Strategy for Tech Employees
It’s July, and here’s a question for you. Do you remember what you elected for your FSA or HSA at the beginning of the year? If you’re like most people, you made that decision during open enrollment in November, picked some number that sounded reasonable, and haven’t thought about it since. But here’s the problem.…
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Financial Planning and Wealth Management for Tech Professionals
Yes, I am ready!