Aaron Hatch, CFP® Woven Capital

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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

Have Equity Compensation? 4 Things To Watch Out For Before Year-End

November 10, 2022

Equity can add complexity to your financial situation. You don’t want to be caught off guard by a surprise tax bill or a financial windfall when there is something you can do to prepare for it.  Preparing in advance gives you more opportunities to leverage your equity compensation as part of your larger wealth-building strategy. Read more...

The post Have Equity Compensation? 4 Things To Watch Out For Before Year-End appeared first on Woven Capital.

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You’re Retired And Not 65, How Can You Pay For Healthcare?

October 15, 2022

Retirement doesn’t look the same that it did in years past. The typical picture of working for one company for 30+ years and then collecting a pension when “it’s time” is fading from modern memory.  Today, people are redefining what it means to retire—what it looks like, feels like, and ultimately becomes. Take Serena Williams Read more...

The post You’re Retired And Not 65, How Can You Pay For Healthcare? appeared first on Woven Capital.

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7 Savvy Ways You Can Help Support Your Grandchild’s Education

September 14, 2022

The cost of obtaining a college education is growing exponentially, putting young graduates further and further in debt.  As tuition costs rise, it’s not uncommon for generous parents and grandparents to step in. If you’re considering being a part of your grandchild’s educational journey, you’re not alone. Here are a few ways you can help Read more...

The post 7 Savvy Ways You Can Help Support Your Grandchild’s Education appeared first on Woven Capital.

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Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

Ideal Clients

  • Gen X
  • IT Professionals
  • SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)
  • 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

Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

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