Our clients and community inspire us every day.
Here’s who we help and why.
Having it all doesn’t mean the same thing to every woman. Long hours at the office. Busy afternoons juggling family and work commitments. You have spent your entire career building up to this moment. You are the breadwinner for your family, a leader at the office, and a respected role model and mentor to other women in your network.
Comprehensive financial planning and financial advice position you to make realistic and focused choices to make the most of — and truly enjoy — what you’ve worked so hard to build. At WealthChoice, we specialize in helping women just like you, female executives and professional women who are succeeding in the workplace and need a financial strategy that works just as hard.
Financial security doesn’t have to come at the cost of your health, mindset, or family.
You may not be satisfied with your current quality of life and may not be on track for future financial security. You may not even know it.
Many of the women who walk in our doors think they are financially secure, and from a cash flow standpoint, they might be. But many of the women we meet are toeing the line of burnout, despite their immense career success. Many women come to us feeling like they aren’t seeing the positive results and happiness that should come with significant career accomplishments. Conversely, many of the women who come to us have done a good job of saving and want to make sure they are on track to continue living the quality of life they have created.
If you’re feeling this way, we’re here to help you make the right changes.
WealthChoice collaborates with you to discover, plan, and guide you to what it will take for you to live the life you want long into the future.
Reflect
What goals are important to you personally, professionally, and financially through our financial planning and consulting process.
Access
Where are you in your career relative to where you want to be — the WealthChoice team will analyze your aspirations, in the context of your current financial situation, and recommend strategies to fill in the necessary gaps.
Create
A dynamic plan of action, one that fosters long-term wealth growth through disciplined investment management; security post-work through integrated retirement and tax planning; asset protection through estate planning or business succession planning; and collaboration with your other trusted advisors.
Achieve
Working in tandem with the WealthChoice team, you’ll take incremental steps toward achieving your goals through continual monitoring of your financial plan and investment strategies, as well as making adjustments as needed or as your life evolves. Since there is no crystal ball to predict what will happen in the future, our financial planning process is ongoing and iterative — and we’ll be your guide in the changing landscape of life.
