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  • About
  • Services
    • The Woven Road Map
    • Personal CFO
    • Investment Management
  • Blog
  • Contact
  • Client Portal
  • Schedule a Meeting

Author: Aaron Hatch

Maximizing Profits with Woven’s Strategic Investment Management

Have you ever wished you could make your money work harder for you? We all have. But let’s be honest,...

The Quick List of Financial Designations

Understanding financial designations is one of the first steps in selecting the right financial professional for your needs.

Setting Financial Goals: Achieve Success with Woven Capital’s Personalized Planning

Establishing clear and comprehensive financial goals is an essential first step toward achieving long-term financial success. Defining and prioritizing these...

Transitioning Jobs? 5 Things You Need to Know

The decision to transition jobs can be exciting and daunting due to a range of emotions, uncertainties, and opportunities that...

Your Company May Help You Give Back To The Community, Here’s How

Employees often want more than just their paycheck and benefits. If you feel your work matters, you’ll be happier, more...

Your New Raise Includes A Lot Of Equity, Here Are Your 5 Next Steps

Equity compensation is a unique form of employee benefits, but what does it mean for your finances?  Today we’re looking...

How To Plan For A Windfall

Finances are an emotional topic, especially when the nature of how wealth came to you is unexpected, like receiving an...

How To Plan For A Big Home Renovation

If you’ve been in your home for a substantial amount of time or feel it may need a little facelift,...

How to Avoid Lifestyle Creep (Even When Going Through a Promotion/Getting Stock Awards)

So many people get caught up in dreaming of “more.” More money, time, friends, experiences, etc. But what happens when...
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Phone: 530-255-4476
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