WealthChoice LLC

Marnie here! I know it’s not ‘fun’ to think about your retirement when you’re building your career, trying to buy a home, paying off student loans, and planning your next trip. But the reality of retirement is that no one else is going to make that an exciting and comfortable time except you. Starting now means taking advantage of compound interest and time in the market! I know it can be intimidating to figure out investing for the first time. Your job may give you options of plans and even stock compensation packages. It’s for these reasons that I am leading the Rising Professionals offer here at WealthChoice. As a Rising Pro myself, I can’t wait to support you in laying out a plan that takes care of your future you and allows you to keep moving toward your current (fun) goals. :) Rising Professionals: https://lnkd.in/g5wCVBxy

Marnie here, and I have some exciting news. At the end of August, I passed the Series 65. This means that I am an Investment Advisory Representative and can officially build investment plans on my own. I will still be able to collaborate with Bridget as a resource, but she is no longer the sole investment advisor representative here at WealthChoice.? What does this mean for WealthChoice? Well, you’ve probably heard about our Rising Professionals service, which we have mentioned briefly in the past few newsletters and posts. With this new license, I am now working directly with these clients. Cheers! Can’t wait to keep serving you all.? . . . . #InvestmentAdvisor #Series65 #FinancialPlanning #RisingProfessionals #WomenInFinance #WealthChoice #InvestmentStrategy #CareerMilestones #WomenEmpowerment #WealthManagement

Congratulations to Bridget Venus Grimes, CFP?, co-founder of Equita Financial Network, on being named Wealth Solutions Report's Recruiter of the Month! Under her leadership, Equita has welcomed three new member firms, growing to 10 advisory firms with $380 million in AUM. READ MORE: https://lnkd.in/gzfEb454 #wealthmanagement #financialadvisors #wealthmanagement

?? NAPFA Women to Know 2024 Spotlight https://bit.ly/4cuFVLK Bridget Venus Grimes, CFP?, is President of WealthChoice LLC, a wealth management firm for women executives, and Co-founder of the SEC registered investment advisor Equita Financial Network, a community of women-led financial planning firms. She is also a proud CFP ? Board Ambassador. Bridget believes in empowering women to take confident steps toward a better life. She authored the best-selling book Corner Office Choices: The Executive Woman’s Guide to Financial Freedom and has written countless articles for major US media channels. Her commitment to women’s financial education extends not only to women professionals but also to fellow financial planners. ?? Why would Bridget recommend this profession to other women? This is a terrific profession for women. Having your own practice allows you to serve who you want, get paid what you are worth, have the flexibility to have a work/life balance and be present for your family, and build the business you want. I'm a strong proponent of women planners having their own practice so they have the ability to have these choices. Read Bridget's full comments and see more NAPFA Women to Know here - https://bit.ly/4cuFVLK #NAPFA #FeeOnly #FinancialPlanning

Meet the team behind WealthChoice (+ why you should choose us!) - other than the fact that we are dedicated to empowering successful women with strategic financial planning, investment management, and lifelong partnerships. Head on over to our About page to find out more about the women leading WealthChoice. https://lnkd.in/gcYmGg92 #MeetTheTeam #WomenInFinance #FinancialPlanning #WealthChoice #FinancialFreedom #WomenEmpowerment #TeamSpotlight #InvestmentManagement #CFPBoardAmbassador #CFPBoard

We are so glad you’re here in our space. WealthChoice is a boutique financial planning firm dedicated to empowering successful women in their financial journeys, and we hope you’re on board with that mission. Any questions, send us a note! Ready for your financial plan? Book a call with our team.? https://wealthchoice.com/

Is this you??? You have a shift in your career and have been offered equity compensation as part of your new salary package, which means it’s time to negotiate the best deal for yourself. If the mere thought of this sends a little shiver down your spine, please know that you are not alone. Even the most high-flying career women I work with can still struggle with this at times. We tend to be far better at advocating or negotiating for other women than we are for ourselves. The unavoidable truth is that women typically negotiate for less equity than men - but we are here to change that. In our recent blog post, we share key tips for how to negotiate your equity compensation. You can catch the article here: https://lnkd.in/g4UbvZEh #EquityCompensation #FinancialPlanning #WomenEmpowerment #Womenintech #womenintheworkplace #negotiationtactics

The process of planning is not a steady, straight path. You have to be nimble because things change. Sometimes life takes unexpected turns that require you to make different financial choices from the ones you planned on. It’s important to not get discouraged by the need to prioritize. Some things will happen now, while other things will have to wait. It doesn’t mean they’re never going to happen. The point is to make incremental progress wherever you can and be consistent. #financialplanning #financialadvice #financialadvisor #womeninfinance

I was deeply honored to be named as one of NAPFA - National Association of Personal Financial Advisors’ Women to Know 2024. The NAPFA Women’s Initiative conducted a survey in which the committee asked for nominations of outstanding female NAPFA advisors who are excelling in the industry and championing women's progress. This recognition was totally unexpected, and particularly meaningful to know that my peers found me worthy of recognition. I’m so grateful to be part of such an incredible community of women in finance. https://lnkd.in/d4JmJ3zM #napfa #financialadvisor #cfp #womeninfinance #womenandmoney

Some of my clients – including many successful women in the tech sector – have recently been let go by their companies or are finding themselves with reduced incomes after taking up new job options. I have spent a great deal of time talking them through the implications of these changes with them, as well as rethinking existing budgets to consider rising expenses that can no longer be covered by company stock awards or a decrease in salary. We have discussed ways in which to revisit cost-of-living expenses and when and how to use emergency funds. ? These are not easy conversations. However, I increasingly find that those clients who embrace my goal-focused approach, and were open to proper planning and budgeting from inception, are better prepared to face worst-case scenarios and, consequently, to reduce stress. ? I call this having a ‘Plan B’. To learn more about why you should always be financially prepared for life’s curve balls, read on: https://lnkd.in/gsjRAvD4 #financialadvice #planb #womenandmoney #womenandwealth #cfp