WealthChoice

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

07/17/2026

It’s one of the most common patterns we see in women attorneys. The same precision and dedication that makes you exceptional at your work often doesn’t make it home with you at the end of the day.

And honestly? That makes sense. You’re carrying a lot.

But your financial future deserves the same rigor you bring to everything else. A plan that accounts for where you are now, where your career is headed, and what you actually want your life to look like on the other side of it.

You’ve worked too hard to leave that to chance.

07/07/2026

Big news from WealthChoice 🎉
As of July 1, 2026, Marnie is officially an equity partner of our firm!

We’ve been working on this since the beginning of the year, and it’s one of the best decisions I’ve made for the future of WealthChoice. I’m not going anywhere anytime soon, but building a firm that lasts means building leadership that lasts too.

Marnie’s perspective, her expertise, and her vision have already made this firm stronger. Now she’ll help shape where we go next.

I could not be more grateful to build this with her. Congratulations, Marnie. This is just the beginning! 🥳

07/02/2026

The problem is what happens when the defeated leader is the one setting the tone for an entire team.

Executive coach Diana Urbina, founder of Sharro Solutions, puts it plainly:
👉 fear at the top doesn’t stay at the top

“When leaders are in that space, it bleeds into their culture. You end up with dysfunctional teams, paralyzed by uncertainty, when what they need is someone modeling thoughtful, calm adaptation.”

If you’re an executive woman managing a team right now, your emotional relationship with AI isn’t a personal matter. It shapes how your team performs and how your business is perceived.

The full conversation with Diana is on the WealthChoice blog. Link in bio!

06/26/2026

We’ve seen this play out with founders navigating acquisitions. When the tax treatment is mapped out in advance, there’s time to coordinate with a tax advisor, think through the timing, and make decisions without the pressure of a deadline. The difference between planning ahead and reacting in the moment can be meaningful.

That’s the whole idea.

06/24/2026

Join us for our next WealthChoice book club 📚

This quarter we’re reading Kin by Tayari Jones- a beautiful novel about lifelong friendship, motherhood, and sisterhood. When two friends’ worlds collide after years apart, their bond is tested in unexpected ways. It’s an emotionally rich story from one of the brightest voices in contemporary fiction!

📅 Virtual meetup: July 15th at 4:30 PM PST
📖 Grab your copy and register via the link in our bio/stories!

Whether you’re a longtime book club member or thinking about joining for the first time, you’re invited!

What book has moved you lately? Drop your recommendations below- we’re always looking for our next read👇

06/22/2026

When we looked at her situation together, we found a real opportunity- and a potential AMT exposure that would have been significant if she’d exercised everything at once.

By modeling a phased approach across two tax years, we were able to help her move forward with a plan she felt confident in, and reduce her tax liability in the process.

This is what intentional financial planning looks like in practice. Not complicated. Just timely, and tailored to your actual situation.

06/11/2026

You’re not alone in this. It’s one of the most common things we hear from the executives and professionals we work with.

06/10/2026

In March 2026, a federal judge vacated the Retirement Security Rule.

This rule was designed to expand fiduciary protections to more advisors, specifically, those who give one-time advice, such as retirement rollover recommendations.

Now that it’s been reversed, many professionals who sell insurance products and annuities are no longer subject to a fiduciary standard.

That means they can still recommend products tied to their commissions, even when you might assume you’re getting objective guidance.

This is why asking the right questions before you work with anyone matters more than ever

Address

1001 B Avenue, Suite 320
Coronado, CA
92118

Website

http://WealthChoice.com/

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