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Lily, 29, Oakland CA

A tech product manager living- and Airbnb hosting- in Oakland, CA. She has a high salary, a low net worth, and a tendency to buy bicycles and then rarely use them.

She’s a social entrepreneur, because well, why not? and while her Match.com adventures have been more miss than hit, she’s optimistic for the future.

Lily has never been to a financial planner; she has educational pedigree and fairly savvy about her finances, but realizes that knowing ‘what not to do’ isn’t the same as having a comprehensive financial plan. She figures she’s considering future investments and future lifestyles, so it’s probably the optimal time to sit down and chart a course.

Lily would benefit from Woven’s Basic program, which provides just the right amount of ongoing support and guidance while allowing her to experience the ins and outs of an active financial plan. [/two_thirds_last]
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