WealthChoice

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

Savings. Investing. Protection planning. Grade each one honestly👇 An A+ here and a C+ there is normal. Naming it clearly...
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.

If you’re an attorney, executive, board member, or business owner, you may be more exposed to lawsuits than you realize....
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.

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

This year marks 10 years of WealthChoice, and it is hard to put into words what that means to us.A decade of sitting acr...
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! 🥳

So many high-earning women I work with are excellent at growing their income and terrible at answering one simple questi...
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.

09/10/2026

Grade your finances, section by section.

How would you rate your savings rate? Your investment strategy? Your protection planning, things like insurance coverage or an estate plan that may not have been touched in years?

Be honest. A C+ is not a failure. It is simply where your attention is needed next.

Once you know where you stand, the path forward gets a lot more specific.

Where would your finances land on a report card this year?

None of these mean something is wrong with you. But they do usually mean it’s time to look at the financial side of the ...
09/03/2026

None of these mean something is wrong with you. But they do usually mean it’s time to look at the financial side of the picture, not just the calendar.

Which of these hits closest to home?
Drop a 💬 if you’re seeing yourself in this list

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

Address

1001 B Avenue, Suite 320
Coronado, CA
92118

Website

Alerts

Be the first to know and let us send you an email when WealthChoice posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category