WealthChoice

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

08/27/2026

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

08/21/2026

Here is what to look for when you review your policy:
👉 Type of coverage (short-term vs. long-term)
👉 Waiting periods before benefits kick in
👉 Exclusions
👉 Percentage of salary replaced

Short-term disability usually covers a few weeks to months for temporary injury or illness. Long-term disability is built for more serious, long-lasting conditions and can last for years.

Want more tips? Read the full post on our blog!

08/17/2026

As AI absorbs more routine and analytical work, the premium on relationship-building, emotional intelligence, and judgment under pressure is going up.

Executive coach Diana Urbina put it well: the skills that have made executive women effective are exactly what becomes more valuable in an AI world.

That’s worth sitting with.

08/13/2026

That question is the whole reason disability insurance exists. As a breadwinner, your income is one of your biggest assets, and it’s worth protecting just like your home or car.

Have you reviewed your coverage lately?

08/11/2026

And this is the problem with that approach 👇
Group policies are limited, and they disappear the moment you change jobs.

If you’re the primary earner, it’s worth asking: how much would your family actually need between now and retirement to stay financially steady? Mortgage, tuition, day-to-day living costs, all of it factors in.

Term life insurance is often the more affordable way to build that coverage during your highest-earning years.

What’s your strategy been?

07/31/2026

Recently, Marnie and I made it a point to spend time in real life! As you know, we work on opposite ends of the country- Marnie in NYC and me between Arizona and California.

While virtual is great for efficiency, there is nothing that beats getting together in person. This past June, we spent time together in France. We worked, played, and made new memories. Grateful for it all and what we have built together with Financial Planning for Women 🩵

07/30/2026

Executive coach and Financial Planning for Women client Diana Urbina reminds her clients of a pattern that keeps repeating 👉 disruption, fear, adaptation, normalization.

What separates the leaders who thrive from those who don’t isn’t technical expertise. It’s emotional regulation and the willingness to keep learning without overreacting.

AI is moving fast. But operating from panic does more damage to your organization than the technology will.

07/29/2026

It’s not a coincidence 👀 Slower months give you room to ask the questions you’ve been too busy to sit with: is this career still serving me, what am I actually building toward, what would “enough” look like.

If summer has you reflecting, that’s worth paying attention to.

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Coronado, CA
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