WealthChoice is a Fee-Only boutique Life Planning firm created by women, for women and their families. We specialize in helping women executives take control of their wealth.
We know wealth enables choices: choice to fund your passions and pursuits, career choices, choice to advance causes important to you, your families, your community. Our goal is to help our clients be in the position to make the choices that are most meaningful to them so that they can live the quality of life they are working so very hard for.
We provide ongoing financial planning and investment management for our clients. We are extremely proud to be Fiduciaries, and our clients come first, always. In addition to our membership with NAFPA, we are a member firm of Equita Financial Network, Financial Planning Association, and Dimensional Funds.
WealthChoice was created because after years of working in the industry, we found that women were vastly underserved. Our guidance focuses on the challenges women executives have that are not being addressed by other financial planners: career and business challenges as a result of gender disparity, cash flow management, managing multiple financial goals with limited resources, breadwinner challenges, just among the many. We collaborate with trusted advisors who also specialize in working with women executives, so that we can create the best outcomes for our clients.
We released the book Corner Office Choices: The Executive Woman's Guide to Financial Freedom in 2018 to share our resources with fellow financial planners, and to provide a tool for women executives globally. We have been published in many national publications and podcasts, and are frequent speakers at corporations and organizations on the topic of women executives and money.