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About
Services
The Woven Road Map
Personal CFO
Investment Management
Blog
Contact
Client Portal
Schedule a Meeting
Financial Planning
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.
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...
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)...
Have Equity Compensation? 4 Things To Watch Out For Before Year-End
Equity can add complexity to your financial situation. You don’t want to be caught off guard by a surprise tax...
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