Work With Us

Unlock the Life You Aspire To

At WealthChoice, we believe that financial planning should be a personalized, goal-focused experience tailored to your unique needs.

Our proprietary G.R.O.W.T.H. Process is designed to help breadwinning women achieve their financial goals and live their best lives.

What You Can Expect

The G.R.O.W.T.H. Process

Get to Know You

Our journey begins with a complimentary, two-step process. We’ll meet to explore your personal goals so we can create a simple, easy-to-understand plan. Then, in our second meeting, we’ll share our observations and discuss our new client process and the fees we charge for our work.

Review & Clarify

If we’re a mutual fit, we'll schedule a Clarity Call to ensure we have a comprehensive understanding of your cash flow, balance sheet, retirement savings, goals, risk tolerance, tax situation, and more. It’s important that we understand your full financial picture so that we can create a game plan that moves you from where you are to where you want to be.

Optimize & Analyze

Armed with a deep understanding of your financial landscape, the WealthChoice team will analyze your situation. We’ll help you clarify where you are, where you want to go, and develop a personalized plan to help you get from Point A to Point B.

Wealth Plan Presentation

You deserve a plan that makes sense and empowers you to make confident financial decisions both now and in the future. We take our time to thoroughly explain your custom recommendations, from cash flow to retirement planning to tax strategy to career goals and beyond.

Transform & Implement

Once your plan has been presented and refined, we'll distill everything into a "one-page plan" that serves as our guiding star. All future meetings and milestones will revolve around your plan, and we’ll adjust it as your needs grow and change. We'll then help you implement the plan and get on track to achieving your goals.

Hand In Hand

This is the true beginning of our journey: the implementation of your plan. We'll meet with you twice a year at a minimum to ensure you're staying on track and make any necessary adjustments. Our mission is to be your partner in all things finance – from stock options vesting, buying a home, or any other milestones that may impact your financial situation. We’re here to support you every step of the way and act as your trusted guide in an everchanging landscape of life, goals, and money.

Ways We Help

Core Areas of Focus

Your story is uniquely yours – shouldn’t your financial plan reflect that?

Our goal is to tailor your financial journey to meet your goals, needs, and expectations. Through our core areas of focus, we empower you to live a life you love today – while planning for an even brighter tomorrow.

Retirement Planning
Tax Strategy
Cash Flow
Career Coaching
Stock Options
Goal Planning
Risk Management

How we charge for our services

Our Fees

You have enough going on – you deserve a partner who is honest and upfront about what they charge – and how you’ll pay. As a fee-only, fiduciary firm, we’re committed to fee transparency.

Step One: Your Customized Financial Plan

All clients are required to kick off our relationship with a customized financial plan. This plan is the foundation for all of our work together. Customized Financial Plans cost $4500.

Step Two: Ongoing Planning & Investment Management

Once you enter the implementation phase of your planning process, we move to a percentage of Assets Under Advisement (AUA) fee. This tiered fee schedule is designed to support clients at all asset levels and stages of life.

Open Our Tiered Fee Schedule

Total Assets Under Advisement	Tiered Annual Fee
Less than $500,000	$5,000/year, billed quarterly
$500,000 – $1,499,999	1% of AUA, billed quarterly
$1,500,000 – $2,499,999	0.75% AUA, billed quarterly
$2,500,000 +	0.50% AUA, billed quarterly

Unstoppable Women We Work With

Hear From WealthChoice Clients

“I highly recommend WealthChoice to anyone who is looking for peace of mind about their finances. Bridget has proven over the years I have worked with her to have my best interests at heart in everything she does. She is honest, trustworthy, and a person of great integrity. The WealthChoice team is always accessible, promptly responding to emails and phone calls, and has always been transparent in why she recommends particular strategies for me. I can't imagine going with anyone else in pursuing my desire for financial stability and peace of mind.”

“My husband and I couldn't be happier with the financial guidance we've received from Bridget and Wealth Choice. One of the best things that has come out of working together is a feeling of trust and security we have as we soon transition into our next life adventure: retirement.”

“WealthChoice takes a holistic approach to managing my investments, taking into account my life events, future plans, and risk tolerance. The approach is tailored to my unique situation, not “one size fits all”. I am confident that my assets are well-managed and my needs are understood.”

"I don’t know how I would have survived all of the legalities, paperwork, etc., surrounding my husband’s death without all of Bridget’s [WealthChoice] help."

"WealthChoice provides client specific life planning. The service is personal, and I love that it's tailored toward women."

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.

Ready to Flourish?

Kick off your financial planning journey today – we can’t wait to meet you.