Woven Capital

Woven Capital Woven Capital is a fee-only financial planning firm dedicated to helping people make socially responsible decisions with their wealth.

Did you know your investment portfolio has an opinion? It's funding something whether you're paying attention or not.For...
07/07/2026

Did you know your investment portfolio has an opinion? It's funding something whether you're paying attention or not.

For people who care about where their money goes, socially responsible investing (also called ESG investing) makes it possible to put your capital behind companies that align with your values, and avoid the ones that don't.

On the blog, I cover what SRI actually is, whether it means lower returns (spoiler: it doesn't have to), and how to start evaluating your current investments through a values-based lens.

It's a great read if you've ever wondered whether your money could be doing more good in the world.
Check it out here https://www.wovencapital.net/socially-responsible-investing-in-the-ai-era-aligning-tech-wealth-with-your-values/

From all of us at Woven Capital, happy 4th of July!
07/04/2026

From all of us at Woven Capital, happy 4th of July!

Can you believe we're already halfway through 2026?If your financial goals from January feel a little fuzzy right now, t...
06/29/2026

Can you believe we're already halfway through 2026?

If your financial goals from January feel a little fuzzy right now, this one's for you.
On the blog, I walk through a simple mid-year check-in process: how to review your savings rate, whether your goals still make sense for your life right now, and how to plan ahead for the expenses that tend to sneak up in the second half of the year.

No judgment. No pressure. Just a practical reset so you can finish 2026 feeling good about where you stand.

Check it out at the link and let me know in the comments: what's one financial goal you're still working toward this year?

https://www.wovencapital.net/mid-year-financial-check-in-adjusting-your-2026-goals/

Know someone who just landed their first tech job? Share this with them.Equity compensation is one of the most misunders...
06/15/2026

Know someone who just landed their first tech job? Share this with them.

Equity compensation is one of the most misunderstood parts of any tech offer letter, and it can be worth a significant amount of money if you know what you're looking at.

The basics: RSUs give you actual company stock on a vesting schedule. Stock options give you the right to buy stock at a set price, but they're only valuable if the stock price goes up.

And that one-year cliff everyone talks about? It means you get zero equity if you leave before your first anniversary. Something worth knowing before you make any job changes.

The full guide walks through how to calculate total comp, understand the taxes, and spot red flags in any equity offer.

Have you ever thought about taking a real break from work? Not a vacation. A full sabbatical.More people are doing it, a...
06/08/2026

Have you ever thought about taking a real break from work? Not a vacation. A full sabbatical.

More people are doing it, and it doesn't have to mean financial chaos if you plan ahead.

A few things worth knowing before you take the leap:
-Your sabbatical savings should be completely separate from your emergency fund.
-Health insurance doesn't disappear just because you stop working, and it can cost more than you'd expect.
-If you have any unvested equity, the difference between unpaid leave and resigning could be a very big deal financially.

The good news? With the right plan, a sabbatical can be one of the most intentional financial decisions you ever make. Check out our blog for more information!

Feeling overwhelmed by your finances? You're not alone.Between retirement savings, college funds, emergency accounts, ta...
04/30/2026

Feeling overwhelmed by your finances? You're not alone.

Between retirement savings, college funds, emergency accounts, taxes, and life's big moments (hello, home buying and starting a family!), managing your money can feel like a full-time job.

Here's the thing: you don't need to have all the answers. You just need a partner who can help you create a clear, actionable plan.

We work with local Redding families and professionals to simplify the financial complexity and build strategies that actually fit your life and values.

Fee-only, no sales pitches, just honest guidance.

Ready to feel confident about your financial future? Book a call and let's build a plan that works for you. https://www.wovencapital.net/schedule/

Stock compensation can be confusing, especially when it comes to taxes.We just published a guide that explains how Restr...
04/23/2026

Stock compensation can be confusing, especially when it comes to taxes.

We just published a guide that explains how Restricted Stock Units (RSUs) work and what you need to know about their tax implications. It covers when you'll owe taxes, how to calculate your liability, and strategies to manage it more effectively.

If you receive RSUs or other equity compensation, this article will help you make more informed decisions about your finances.

Check it out on our website, and if you want personalized guidance on managing your stock compensation, book a call. We're here to help you navigate it. https://www.wovencapital.net/schedule/

Life is unpredictable, and it's always good to have a plan.We just published a guide on how to prepare financially for u...
04/16/2026

Life is unpredictable, and it's always good to have a plan.

We just published a guide on how to prepare financially for unexpected changes, including job transitions. It covers building an emergency fund, managing expenses, understanding your benefits, and creating a solid contingency plan.

Whether you're facing uncertainty or just want to feel more prepared, this article has practical strategies you can use right away.

Check it out on our website, and if you want help creating your own financial safety net, book a call. We're here to support you. https://www.wovencapital.net/schedule/

Retirement doesn't have to mean stopping work completely.If you've been thinking about doing some consulting work in ret...
04/09/2026

Retirement doesn't have to mean stopping work completely.

If you've been thinking about doing some consulting work in retirement, we just published a helpful guide. It walks through how to prepare financially, build your network, and transition smoothly without unnecessary stress.

Whether you want extra income, intellectual stimulation, or just a way to stay engaged, consulting can be a great option. But it requires some planning.

Check out the full article on our website, and if you want to discuss how to make it work for your situation, book a call with us. We're here to help.
https://www.wovencapital.net/schedule/

Life doesn't stand still, and neither should your financial plan.Our newest blog walks you through how to re-evaluate yo...
04/02/2026

Life doesn't stand still, and neither should your financial plan.

Our newest blog walks you through how to re-evaluate your financial goals when life changes. Whether you're navigating a career shift, growing your family, or approaching retirement, your plan should reflect where you are now.

We break down three simple steps to refresh your strategy and make sure your money is working toward what truly matters.

Read the full guide on our website, and if you'd like help updating your plan, we're here. Book a call with us today! https://www.wovencapital.net/schedule/

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1800 Pine Street
Redding, CA
96001

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Tuesday 9am - 4pm
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