WE BELIEVE WOMEN ARE UNSTOPPABLE
At WealthChoice, we specialize in helping women executives and professionals create a better quality of life, for themselves and their families, through personal financial planning, financial consulting, and money management services. Our goal is to help our clients make choices that will allow them to live the life they work so very hard for, now and long into the future.
The women we serve reap the rewards of their hard work and career accomplishments and enjoy the lifestyle they work so very hard for while minimizing four financial derailers: lack of goal clarity, difficulty managing cash flow, lack of a plan for their career or business, and lack of a solid, goal-oriented financial plan.
Driven, smart, compassionate — we’re proud to work with female executives and women professionals who inspire us every day.
Female Financial Advisors For Women Executives
You work hard and live with intention. You have interests and passions outside of your career. You want your career to work for you, not the other way around. You often ask yourself how you will maintain your lifestyle now and in the future without exhausting everything you have to give today.
If this sounds like you, then welcome to the WealthChoice family — we’re an advisory firm that specializes in serving female executives and professional women who want to live a life filled with joy, passion, and meaning.
Female executives have a terrific tool to create financial security and to live life on their terms — their careers. Yet, they also face unique challenges that hinder their current quality of life and future financial security. Whether you are in the climbing or cruising stage of your career, WealthChoice can help you navigate how to best use your financial resources to ensure sustainability and happiness, now and in the future.
At WealthChoice, we help you leverage your career to make the most of your compensation so you can enjoy and achieve your personal goals over the long term.
Today’s women are multi-faceted and nuanced — different from each other. At WealthChoice, our financial advisors embody and embrace what it means to live the life you love. We share your experiences, challenges, passions, and values.
Financial freedom is not all about the numbers. The numbers enable you to live a balanced life while building or maintaining the wealth you have created. The financial plan is what empowers you to get out of bed every day with more energy, excitement, and fulfillment — to go forth and seize your truest hopes and dreams.
WHY WEALTHCHOICE?
Because we are experts in serving female executives and professional women. Because we know how to help you live the life of your dreams.
Traditional financial planning has failed women by ignoring the risks and challenges that often create financial havoc in their lives. While the media has focused on the topic of gender disparity with respect to money and careers, the industry, and society as a whole, has done little to provide real solutions. At WealthChoice, we’re here to change that.
LIVE THE LIFE OF YOUR DREAMS
“Real wealth comes down to living life on your own terms. There’s no specific number attached to happiness or quality of life; it’s all about the choices we make. That’s the reason I named my firm WealthChoice.
Everything you do is a choice; the way you spend your money, the direction you take your career, the order in which you take each action in your day. Realizing the power of choice makes all the difference for women; it sets them free.”
– Bridget Venus Grimes, CFP®