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About
Services
The Woven Road Map
Personal CFO
Investment Management
Blog
Contact
Client Portal
Schedule a Meeting
The Woven Blog
January 24, 2025
Reviewing Your Insurance Policies in the New Year: Lessons from California’s Wildfires
As we kick off the new year, it’s a great time to review and reassess essential aspects of your financial...
Popular Reads
The Conundrum of Selling Restricted Stock Units: What to Know?
My Company Is Going Public, Now What: What To Do With your RSUs
What You Need To Know About Selling Your Employee Stock
The Quick List of Financial Designations
Why Your Investments Should Be Boring
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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