Aaron Hatch
CFP®
Woven Capital, LLC
Fee-Only Financial Planner
Aaron Hatch
CFP®
Woven Capital, LLC
Fee-Only Financial Planner
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Aaron Hatch, CFP®
Fee-Only Financial Planner serving the San Francisco Bay Area and Greater Northern California.
Aaron Hatch is a Redding, CA fee-only financial planner. Woven Capital provides comprehensive and objective financial planning, investment management and personal CFO services to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Aaron Hatch is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
My name is Aaron Hatch, CFP®, and I’m the co-founder of Woven Capital, a fee-only financial planning and investment management firm. I help tech & IT professionals in the Silicon Valley and greater San Francisco Bay Area (as well as clients local to my home base in Redding, California), make better decisions with their money. Many of my clients work for Google, Facebook, Apple, and Amazon among other smaller tech firms.
Through Woven Capital, I help my 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 worries you were harboring. 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.
I earned my Bachelor of Arts from Saint Olaf College after majoring in Biology with a concentration in Management Studies and earned my Personal Financial Planning Certificate from UC Berkeley. I’m proud to be a fee-only CERTIFIED FINANCIAL PLANNER™ and have been practicing since 2008.
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 a 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
Strategy Session
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
Investment Management
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.
Specialties
- Comprehensive Financial Planning
- RSUs / Options / Equity Comp
- Investment Management
- Retirement Income Planning
- Home Purchase
- Tax Planning
- College Education Planning
Ideal Clients
- Gen X & Y
- Tech Professionals
- IT Professionals
- Business Owners and Executives
- Growing Families
- Socially Responsible Investors
- FAANG Employees
Working Together
- Virtual Meetings
- Complimentary Initial Consultation
- No Product Sales / Fee-Only
- Clearly Defined Fees
- In-Person Meetings
- Investment Management
- Hourly / Project Based Financial Planning
Professional Designations & Affiliations
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Aaron Hatch is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Aaron Hatch is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® 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.
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Aaron Hatch is a Member of the XY Planning NetworkThe 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
Office Locations:
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1800 Pine Street
Suite A
Redding, CA 96001 -
4500 Great America Pkwy
Suite 100
Santa Clara, CA 95054
