Fee-Only Financial Planner serving Northern California.
Aaron Hatch is a CFP®, co-founder of Woven Capital, and founding member of the XY Planning Network. Like most of his clients, Aaron has three business cards: AARON HATCH “Certified Financial Planner”, “AirBnB Super Host” and “Community Advocate”.
Gen X & Gen Y increasingly live “three-business card” lives, building assets by weaving together multiple streams of income. Woven Capital helps clients make sense of the complexity, worry less about money, and free up time to spend on the things that are important in life.
Aaron enjoys seeing things take shape, whether in his garden or his community, where he serves on the boards for Catalyst Redding Young Professionals, the Shasta Library Foundation, and the Shasta Land Trust. He established TEDx: Redding in 2011 and continues to nurture the spreading of worthy ideas locally and globally. At the end of the day, he is a father, a husband, and the bedeviled master to two Golden Retrievers.
Aaron earned a Bachelor of Arts from Saint Olaf College after majoring in Biology with a concentration in Management Studies, and his Personal Financial Planning Certificate is from UC Berkeley. He has been a proud Certified Financial Planner since 2011. This means he completed a CFP-Board registered study program, demonstrated mastery of over 100 topics in financial planning, passed a 10-hour exam, and spent three years working full time in personal financial planning.
What is a CERTIFIED FINANCIAL PLANNER™?
Most people think all financial planners are “certified,” but this is not true. Anyone can use the title “financial planner.” Only those who have fulfilled the certification and renewal requirements of CFP Board can display the CFP® certification trademarks that represent a high level of competency, ethics, and professionalism. Moreover, because they are held to a fiduciary standard of care, a CFP® professional is required to act in your best interest. Note: We are fee-only which means we receive no commissions. Just one of the ways we align our interests with yours.
Aaron Hatch is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning
Personal CFO Services
The Personal CFO program helps you get your financial life in order and keep it that way. This package is designed specifically for busy professionals and business owners who need help bringing all the pieces of their financial lives together so that they can make decisions within the context of their entire life. This package involves creating a financial plan, helping you implement the plan, and ongoing support and coaching to make sure to stay on track. Read More
A 60-90 minute session designed for people who need guidance on one or two financial issues–from managing cash flow to making smart choices about your retirement account. Afterward, we will send you a follow-up email with targeted recommendations to help you strategically navigate your financial future. Read More
Whether you are a seasoned investor, just getting started or somewhere in between, we are here to help. We will begin with a discussion of your goals, time horizon, and how much risk feels right. From there we will build you a low-cost, well diversified portfolio tailored to your specific situation. As your goals change, we’ll be there to help you reprioritize and rebalance. Read More
Hourly Financial Planning
If you have one question or many, we’re happy to help. Financial Planning done on an hourly basis is billed at $200/hour. We will provide an estimate before we get started so that you will know ahead of time exactly how much you will be billed.
Examples & estimates for typical hourly engagements
â— Investment Review & Recommendations – 3 to 4 hours
â— Retirement Projections – 4 to 5 hours
â— Employee Benefits Review – 2 to 4 hours
â— Insurance Review & Recommendation – 3 to 5 hours
â— Comprehensive Financial Plan – 15 to 20 hours
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Aaron Hatch is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Aaron Hatch is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Aaron Hatch is a member of The Financial Planning Association® (FPA®)
FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
Aaron Hatch is a Member of the XY Planning Network
The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
Contact Aaron Hatch
1229 South St.
Redding, CA 96001