Frequently Asked Questions
Do you offer hourly financial planning?
Yes. Woven Capital offers hourly financial planning at a rate of $200 per hour. Depending on your needs, one of our ongoing planning packages may provide more value and long-term support.
Can I work with you if I only have a 401(k) or 403(b)?
Absolutely. We work with clients at many different stages of their financial journey, including individuals who primarily save through employer retirement plans like 401(k)s and 403(b)s.
Who is a good fit for Woven Capital?
Woven Capital primarily works with busy professionals, especially tech employees, who want help with financial planning, investing, retirement planning, equity compensation, and long-term wealth management.
Who may not be a good fit for Woven Capital?
Our services may not be the best fit for individuals focused on short-term stock trading, market speculation, or active investment management strategies.
Can you help with debt planning?
Yes. We help clients create plans for managing mortgages, student loans, and moderate debt obligations as part of an overall financial plan.
Where do you work with clients?
Woven Capital works virtually with clients across the United States through video meetings and digital planning tools. We are based in Redding, California.
How does Woven Capital get paid?
Woven Capital is a fee-only financial planning and investment management firm. We do not receive commissions or sell financial products.
Do you sell insurance or prepare taxes?
No. We do not sell insurance or prepare tax or estate planning documents. However, we can coordinate with trusted professionals when needed.
How do you protect client information?
Protecting client information is a top priority. Woven Capital uses secure systems and follows industry best practices to safeguard personal and financial data.
Can I cancel my financial planning subscription?
Yes. Clients can cancel ongoing services at any time. There are no long-term contracts required.
How do I know if I’m ready to work with a financial planner?
You may be ready to work with a financial planner if you feel overwhelmed managing your finances, are experiencing a major life transition, or want professional guidance for long-term financial decisions.
What is your investment philosophy?
We believe in long-term investing using diversified, low-cost investment strategies designed to support each client’s financial goals and risk tolerance.
Why choose Woven Capital as your financial planner?
Woven Capital is a fee-only financial planning firm led by a CERTIFIED FINANCIAL PLANNER™ professional focused on helping clients make thoughtful, long-term financial decisions with clarity and confidence.