Aaron Hatch, CFP® Woven Capital

About Aaron Hatch, CFP®

Hi! I’m Aaron Hatch, CFP®, co-founder of Woven Capital. I help tech professionals (especially in the Bay Area) and clients local to my home base in Redding, California, make better decisions with their money. Through Woven Capital, I help clients break their financial goals into bite-sized to do’s and align their finances with their values.

My ultimate goal is to build a plan that takes every aspect of your life into account while freeing you from any previously held financial concerns. I want you to spend more time doing what you love, and less time wondering whether or not you’re making the right money moves.

With over 10 years of experience helping people with their money, I am proud to be a fee-only CERTIFIED FINANCIAL PLANNER™. I earned my Bachelor of Arts from Saint Olaf College, and earned my Personal Financial Planning Certificate from UC Berkeley.

Outside of work, I love to travel and enjoy seeing things take shape at home and in my local community, whether growing tomatoes in my garden or serving on local non-profit boards. Along with my wife, I helped established TEDxRedding in 2011 and continue to nurture the spreading of worthy ideas locally and globally.

 

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Recently Published

Tax Planning—What It Is And Why It Matters

October 9, 2020

With a little tax planning throughout the year, there is no reason to dread April 15. You can avoid surprises if you regularly pay attention to your income and withholdings and take advantage of tax-saving strategies. Why should you avoid big refunds? You may momentarily feel elated when it turns out you are getting back Read more...

The post Tax Planning—What It Is And Why It Matters appeared first on Woven Capital.

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Grow Your Money and Improve the World (Are You Ready for SRI?)

September 29, 2020

Perhaps money can’t buy love, but it can make the world a better place. Surprisingly, doing good, once the central purpose of philanthropy, is now emerging as a key focus of many investors. What’s causing this momentum? Socially responsible investing, commonly referred to as SRI. Here at Woven Capital, SRI is our default. We are Read more...

The post Grow Your Money and Improve the World (Are You Ready for SRI?) appeared first on Woven Capital.

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How Financial Life Planning Benefits Your Money and Your Mind

August 31, 2020

Imagine you arrive for an appointment with a new financial advisor ready to sit down and pull out your income tax returns, savings book, and 401(k) statements. Instead, a conversation unfolds, and you discuss questions like these: What has meaning and purpose for you in life? What motivates you? What are your core values? How Read more...

The post How Financial Life Planning Benefits Your Money and Your Mind appeared first on Woven Capital.

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Ideal Clients

  • Gen X
  • Investment Planning & Management
  • Socially Responsible Investing (SRI)
  • Technology Professionals

Ways Advisor Charges

  • Monthly Fee
  • Flat Fee
  • Assets Under Management

Fee Options

  • Monthly Fees: $250+, + $1,500+ upfront
  • AUM: 0.90%

SEC Records

States Registered

  • California

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