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Services
The Woven Road Map
Personal CFO
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Blog
Contact
Client Portal
Schedule a Meeting
Blog
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...
7 Financial Planning Myths and Truths
Financial planning is something of a mysterious field to some, and there are a lot of myths floating around about...
Portfolio Theatrics: Surviving Market Volatility
There’s no question about it, the traditional investment experience is quite a ride. You know, the periods of pure euphoria...
When to Hire a Financial Advisor
Today’s post comes to you from Trace Tisler, founder of Epic Financial. Trace and I became friends after meeting at the...
How a Financial Advisor Can Make Your Life Better
Today’s article is a guest post written by Chris Hardy, Director of Planning and Investments at Paramount Investment Advisors. Chris and...
Benefits of a Great Financial Advisor
This post was written by John Wenzel, co-founder of Archvest Wealth Advisors. John and I became friends through the XY Planning...
What You Can Expect to Pay a Financial Advisor
This article is a guest post written by Scott Frank, founder of Stone Steps Financial. Scott and I became friends...
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