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

Blog

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...

Why Timing the Market Can Hurt You, Especially if You Plan On Leaving Work Early

No one can predict the future. While "experts" can share their predictions, timing the market can ultimately be a (costly)...

My Company Is Going Public, Now What: What To Do With your RSUs

Updated January 2023. Welcome back for Part 3 of our pre-IPO crash course for tech professionals. If you’ve made it...
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