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Eric (and family), 41, Minneapolis

Meet Eric, he’s usually trying to find his twin daughters’ escaped lizard.

When he’s not a reptile wrangler, or any other euphemism for ‘parent’, he’s a 41-year-old small business owner considering a financial recalibration.

Eric’s wife has a high-level corporate job, and they’ve been using his father’s financial planner for years, but now that dad has passed away and his planner is retiring, Eric is eager to explore more modern prototypes for investment management. And of course, investment management in this case is closely tied to ‘get the twins through college without anyone getting hurt.’

Busy families and individuals with a higher net worth find that Woven’s Premium Package is ideal. The comprehensive financial plan includes ongoing coaching and the necessary implementation and recommendations that will keep things on track and dynamic, and nothing gets lost but the lizard. Again.[/two_thirds_last]
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