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The Woven Road Map
Personal CFO
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Contact
Client Portal
Schedule a Meeting
The Woven Blog
December 15, 2025
Year-End Financial Housekeeping: A Tech Professional’s Checklist for 2025 Wrap-Up
For most tech professionals, December isn’t a slowdown; it’s a sprint to wrap outstanding items, finalize reviews, and close out...
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I Just Received a Job Offer, Now What?
If you’ve been looking for a new job and landed an offer, congrats! Job searching can be painful and time-consuming,...
15 Rules for Investing
For many young professionals transitioning into a major career position with good career pay, the hardest part about responsibly handling...
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If you have a 401(k), you know how difficult it can be to manage it and keep up with your...
9 Ways to Invest $10,000
Whether you’ve saved $10,000 or came into it another way, you may want to look at the best way to...
5 Estate Planning Docs Everyone Should Have
Although it is often difficult to consider the end of your life, it is essential to have an estate plan...
Difference Between Medical POA vs Durable POA
What is the difference between a medical power of attorney and a durable power of attorney? Life happens, and we...
5 Biggest Mistakes Tech Employees Make With Their Restricted Stock Units (RSUs)
Working for a major tech company comes with a lot of benefits, but one of the most common can also...
What About My 401(k)? Retirement Planning for Newbies
Working in the tech industry comes with a lot of perks and benefits, but none are quite as ubiquitous and...
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