Welcome to Woven Capital - A Financial Planning Firm for the Modern Age





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Published on Aug 19, 2015

Woven Capital is a fee-only financial planning firm dedicated to helping small business owners, entrepreneurs, and professionals balance life, work, and community. www.wovencapital.net

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Today’s small business owners, entrepreneurs, and professionals are creating value in new ways, yet most financial advisors are stuck in the 70’s, when people had pensions and wore polyester.

Welcome to Woven Capital, a financial planning firm for the modern age. We’ve got certified financial planners with no hidden fees. And, if you’d like, we can connect virtually, so you don’t have to spend all day looking for parking. At Woven Capital, we specialize in helping people live, what some call, a three business card life.

You may have a 9-5, but you’re killing it 24/7, weaving together a lot of other things.

Take Lily, for instance. She’s new to financial planning and she makes good money working in tech - a great thing, given her kayak-buying problem. On the side, Lily is an Airbnb host, and wants to make an impact in her community as a social entrepreneur. By working with Woven, she can focus on the fast-paced present, rather than worry about her financial future.

Or, Dominic, looking to recalibrate his financial life, who is more than done with his father’s stock broker. He juggles a lot as an active parent, small business owner, and creative freelancer. Since working with Woven, Dominic is better able to keep all the balls in the air.

And what about Greg? He’s ready to delegate his investment portfolio management to someone else. Retirement? Ha, he tried that once, but, he missed the work too much. Now he’s a semi-retired globe-trotting consultant who loves meeting virtually from all corners of the globe. Greg is happy now that Woven has freed him up to do what he does best.

At Woven Capital, we support your modern financial goals, as you balance life, work, and community.

Schedule a free introductory meeting today, at wovencapital.net.


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