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About
Services
The Woven Road Map
Personal CFO
Investment Management
Blog
Contact
Client Portal
Schedule a Meeting
Blog
How Can Pre-Retirees Proactively Transition to Consulting in the Tech Sector?
If you’re exploring this path, you may want to consider slowly transitioning into consulting while still employed.
Instacart’s Public Debut: What It Means for Both Employees and the Investment Market
What exactly is an IPO, and what does it mean for employees when their company leaps into the public market?
How to Financially Prepare for a Potential Layoff in the Tech Sector
The technology world is a dynamic landscape of innovation and progress, offering countless opportunities for growth and success. However, even...
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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