WealthChoice

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A community of professional women who are clients, friends, and valued resources of WealthChoice. WealthChoice is a life planning firm for executive women.

10/20/2026

Your answer says a lot about whether your portfolio matches your real risk tolerance.

Our free 5-minute Risk Number Quiz can help you find out for certain.

10/19/2026

Each partner comes in with their own habits, obligations, and history with money, often built over years. Skipping that conversation doesn’t make the differences disappear. It just means you find out about them the hard way.

Bridget here 👋 I wrote about this for CFP Board’s Let’s Make a Plan, including why transparency matters more than whether your accounts are joint or separate, and how a simple monthly check-in can prevent a lot of future conflict.

10/16/2026

I’m so honored to be named an Excellence Awardee for the InvestmentNews Women to Watch Awards 2026 as Female Trailblazer of the Year, for the second year in a row!

Being recognized alongside such an inspiring group of women shaping our industry makes this even more meaningful. Congratulations to all of the 2026 honorees:

🎉 Aneri Jambusaria — LPL Financial
🎉 Anna Paglia— State Street Investment Management
🎉 Hannah Moore, CFP® — Amplified Planning and Guiding Wealth
🎉 Heather Hunt-Ruddy — Wells Fargo
🎉 Julie Enderson — BlackRock
🎉 Kay Lynn Mayhue, CFP® — Merit Financial Advisors
🎉 Madeleine Sinclair — Blue Owl Capital
🎉 Sheena Gray — Association of African-American Financial Advisors
🎉 Susie Cranston — Cresset

Each of you represents the kind of leadership, innovation, and impact that makes this industry better for the advisors and clients we serve.

10/13/2026

Are you checking because something actually needs your attention, or because you are looking for reassurance?

Long-term investments usually only need a quarterly review. Cash flow accounts deserve more frequent check-ins. Matching your habits to the right accounts can save you a lot of unnecessary stress.

09/24/2026

Savings. Investing. Protection planning.
Grade each one honestly👇

An A+ here and a C+ there is normal. Naming it clearly is the first step.

09/22/2026

If you’re an attorney, executive, board member, or business owner, you may be more exposed to lawsuits than you realize. A standard home or auto policy often will not cover the full cost.

09/21/2026

Your answer says a lot about how much control you actually have over your career, versus how much your career has over you 👀

09/18/2026

This year marks 10 years of WealthChoice, and it is hard to put into words what that means to us.

A decade of sitting across the table from incredible women navigating executive compensation, career transitions, business exits, and everything in between. A decade of watching Marnie grow into the equity partner she is today. A decade of learning, right alongside our clients, what it really means to build wealth on your own terms.

To everyone who has been part of this journey, thank you. Here is to the next ten years! 🥳

09/15/2026

So many high-earning women I work with are excellent at growing their income and terrible at answering one simple question 👉 how much do I actually need to make work optional?

That number changes everything. It turns “I guess I have to keep going” into “I’m choosing to keep going.” Even if the day-to-day looks identical, the difference in how it feels is enormous.

Address

1001 B Avenue, Suite 320
Coronado, CA
92118

Website

http://WealthChoice.com/

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