Financial Planning for
Breadwinner Women Female Tech Executives Female Attorneys Women Business Owners
The key to better living
As Seen In
Real wealth comes down to living life on your terms.
Are You Financially On Track?
At WealthChoice, we empower you to unlock true freedom. You deserve a partner who guides you to:
Reduce your
tax bill
You’ve worked hard for your money – let’s help you keep more of it in your pocket both now and in the future.
Plan for a retirement you’re excited about
Whether you’re 5 or 25 years out from your next chapter, we’ll help you plan a lifestyle that brings you joy, and build a financial strategy that supports you in this new season.
Balance your
goals
You have a lot on your plate – let us act as a sounding board. We’ll answer all of your questions, and help you prioritize both your goals, and how your finances support them.
Gain financial confidence
Our goal is to empower you to make decisions about your money that support your goals and values.
Financial Planning Services for Professional Women
The Right Strategy For You
Whether you want to grow your career, launch a business, retire early, or unlock a new and improved quality of life, our team can help you get there.
Who we help
Breadwinner Women
Breadwinner women feel like they have the odds stacked against them. You may be asking yourself:
- How can I leverage my wealth to get a better quality of life?
- How can I ensure I’m compensated fairly, and grow my career?
- Is there a way to reduce how much I pay in taxes?
At WealthChoice, we aim to take those roadblocks and transform them into financial opportunities.
From organizing your investments, to building a tax strategy and career plan – our team can help you to release your financial fears, and live the life you aspire to.
Who we help
Female Attorneys
Pursuing a career as an attorney is a challenge:
- The gender pay gap is real
- The industry is cutthroat
- Balancing personal goals with your work can feel next to impossible
You may have achieved career success as a female attorney despite the gender challenges of the industry, or you are trying to climb the ladder at your firm, launch your own practice, or look to phase out of law entirely – and we can help.
- Have a plan around the savings you’ve amassed after years of hard work and sacrifice
- Create a career plan
- Assess your compensation
- Build a savings strategy that offers you opportunities and career flexibility
- Employ tax strategies that lower your taxable income now, and reduce your taxes in retirement
Who we help
Female Founders
Whether you’re a solopreneur or the CEO of a small-to-mid-sized company, you’re faced with a unique set of financial questions:
- What is my growth plan and how does that translate into the income I want or need?
- Am I using my business to minimize my taxes?
- What happens if I want to exit my business?
- Can I step off the CEO hamster wheel without negatively impacting my family finances?
- Plan for a retirement you love
- Make a plan to sell or phase out of your business
- Organize a diversified portfolio that aligns with your unique goals
- Implement tax savings strategies to maximize your cash flow
You deserve a partner who can guide you, and who you can trust has your best interests at heart.
Who we help
Female Tech Executives
For many executive women, life is a day-to-day tightrope walk while juggling career and family. You also are navigating:
- Stock options and equity compensation
- Hefty tax bills
- A desire to retire early or shift your career
- Take charge of your portfolio
- Make a plan for equity compensation and stock options
- Build a career plan that reduces burnout and balances your lifestyle goals
- Conquer your financial fears
- Reduce what you owe in taxes
- Build a retirement glide path
We want to help you slide back into the driver’s seat of your life – and that starts by having a financial plan that offers you choices, freedom, and flexibility.
Unstoppable Women We Work With
Hear From WealthChoice Clients
These testimonials were given by current clients; No cash compensation was provided for the testimonial; and there are no material conflicts of interest on the part of the person giving the testimonial resulting from the investment adviser’s relationship with such person. Future results cannot be guaranteed. Each client’s experience will differ.
Affiliations
Who We Are
Welcome to WealthChoice – where our mission is to help you live the life of your dreams through strategic financial planning, investment management,and lifelong partnership.
Being a breadwinner woman in today’s world is nuanced, and organizing a financial plan can feel overwhelming.
By guiding our clients to make wealth choices that reflect their goals and values, we empower them to take back the power in their relationships with money, their career, and their vision for their future.
Whether you want to grow your career, launch a business, retire early, or unlock a new and improved quality of life, our team can help you get there.
- Bridget Venus Grimes | President & Founder
Marnie Bonner accompanies Bridget on the left
The Blog
Corner Office Choices
The Executive Woman’s Guide to Financial Freedom
Do you feel like you’re achieving your professional goals at the expense of your quality of life?
Corner Office Choices, written by WealthChoice founder Bridget Venus Grimes, focuses on giving you the tools you need to build your ideal life, make confident decisions about your wealth, and move past the professional obstacles you face as a woman in business.
We’ll dive into the four derailers, or things that can take you off your path to the life you want:
- Not knowing what you want.
- Not knowing where your money is going.
- Not having a plan around your career or business.
- Not having a plan of action to fix all of the above.
If these sound familiar, it’s time to bridge the gap between where you are and where you want to be — and Corner Office Choices is your road map to success.
