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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...
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Sometimes finances can be a little crazy. It can be a little intimidating to start delving into the monetary world...
Stock Options Fitness – Exercising Your Stocks Effectively
When it comes to company incentives, one of the most prevalent in the tech industry are stock options. However, because...
How to Properly Invest Your Money for Retirement
You have been a hard worker for much of your life. Now you are approaching the time when you’re ready...
What Tech Employees Could Gain From Financial Planning Advice
Working in the tech industry is an exciting ride. You’re at the forefront of tech and societal change, you’re earning...
Do I Need a Trust if I Have a Will?
Most humans have a difficult time thinking about death, but it is a life circumstance that we all face. Part...
How to Improve Your Relationship With Money
What is your immediate thought when you hear the word relationship? If you’re like most people, thoughts of your spouse,...
7 Questions to Ask Your Financial Planner (And Why They’re important)
Finding the right financial planner isn’t easy. As a member of the tech industry, you’re likely experiencing a few things...
The Ins and Outs of Stock Options and Restricted Stock Units
According the National Center for Employee Ownership, about 7.2% of employees own stock options, and even more employees have some...
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