How We Help
Our women-led financial planning firm knows
Accomplished female executives and professional women need financial guidance from someone who is an expert in their challenges and knows the solutions.
You know what is most important to you. We’re here to provide the expertise and guidance you need to cover the financial aspects of your life that will provide the engine for achieving what you desire most. We see our clients as collaborators and partners in the financial planning process. Unlike many traditional financial advisors, we put choice back into our clients’ hands and ensure they understand every step that is involved in taking their long-term financial stability from dream to reality.
The WealthChoice Client Experience
Explore Your Passions & Pursuits
Your passions are the interests you feel deeply about, such as taking a month out of every year to travel or having more time to spend with family. Pursuits are your particular goals or endeavors, such as paying for your child’s college education or saving for the down payment on a house. Passions represent the big picture of your ideal life; pursuits are the individual, concrete components of that life. By considering these two elements first, we can explore and analyze your current situation and desired future more accurately.
Reflect on Your Personal + Professional Values
Female Executives and Professional Women are increasingly likely to be the household breadwinner. We spend time exploring what is important to you in life personally and professionally. Once those values have been established, we dig into the details with a focus on career and business strategies that connect life and work objectives. We draw on a pool of experts with deep experience in coaching accomplished women to help you manage your career challenges and take control of your financial future. From taking a sabbatical to pursue your personal passions to getting a leadership role in your industry, we talk through the different options available for achieving your goals, examine how each option would affect the bigger picture of your life, and decide which plan aligns best with your values.
Visualize Your Plan
A plan is a not a road map to a destination. It’s the beginning of a trip that we will have to navigate, because life changes. How we manage the change and the choices we make will make all the difference to living life on your terms and to financial security. Once we outline your passions, pursuits, and values, we dive into a comprehensive analysis of your life — looking at everything from your where you spend your money, to insurance and risk management, investments and the contributions to your 401(k) — to develop a clear picture of where you are financially.
Full Speed Ahead
Play an integral role in managing your plan and your path to achieving your goals alongside our collaborative team. At WealthChoice, each of our clients has a customized team of trusted advisors who also play key roles in the success of their life plan, as well as the more advanced strategies we introduce in the realms of tax planning, estate planning, and career strategies. Feel confident that your team includes individuals with specific expertise in working with female executives and professional women looking to share valued resources.
At WealthChoice you will find a full spectrum of
Financial planning, investment, and money management services designed to enrich your quality of life.
To achieve your long-term goals and feel empowered in your financial life, the last thing you need is a set of static, boilerplate services that don’t consider your unique experience as a female executive or woman professional.
At WealthChoice, we are always in search of better solutions for our clients. Better solutions are only possible with a greater understanding of challenges. Over the past several years, we have conducted focus groups with female executives from a variety of specialties, like lawyers or women-in-tech, to get a better sense of their biggest obstacles — personally, professionally, and financially. We learned that different professions have different challenges for women, and we sought out to find the best resources to partner with so that our clients can be as successful professionally as they want.
We incorporated these findings into our financial planning and investment management services and supplemented them with key resources to give our clients the best experience possible.
Our Investment Philosophy
Discipline and diversification are the two guiding principles that help us deliver a more rewarding investment experience.
Our portfolio management resources provide customized investment solutions for our clients through a simple, proven, and liquid investment platform that includes time-tested active and passive strategies.
The breadth and depth of our portfolio management resources allow us to spend time focusing on the core of what matters most to the female executives we serve: their financial future.
Once your road map is in place and you have a clear direction going forward, we implement your financial plan through investment management. We believe in:
- Low-cost mutual funds and investment options that are geared toward long-term wealth preservation and growth.
- Broad diversification across multiple domestic and international asset classes to put you in the position to capture higher expected returns, wherever they occur.
- Tax-efficient investment strategies that aim to minimize turnover, favor disciplined and measured trading, and help you maximize your wealth without falling prey to hidden costs.
- Oversee assets held away, such as 401(k) plans, to ensure that all your assets are working toward the same goals.
To make the most of the wealth you have worked tirelessly to build, you need a sound investment strategy you can count on. We do not believe in timing or “gaming” the market. We do not believe in speculating on the next hot stock.
At WealthChoice, we uphold a philosophy that is driven by decades of academic research into the behavior of markets and investors. Our clients’ portfolios benefit from mutual funds designed by some of the industry’s leading institutional managers. Our collaboration relationships are strong and deep, including East Bay Investment Solutions and Dimensional Fund Advisors.
Our clients’ assets are custodied at either TD Ameritrade Institutional or Charles Schwab. We also employ a host of investment resources and tools on behalf of our clients thanks to our affiliation with Equita Financial Network, a collaboration of women-led, fee-only financial planning firms.