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Know What’s Going On with Your Money - an Interview with Bridget Grimes, CFP, President and Founder of WealthChoice

changes finances overwhelm Jul 30, 2025
 

In the latest Fearless Female Leadership interview, I had the pleasure of speaking with Bridget Grimes, CFP, President and Founder of WealthChoice, about the critical importance of financial awareness—especially for women who are the primary or significant breadwinners. With a personal journey that spans Wall Street, single motherhood, and pastry school, Bridget’s mission is rooted in lived experience: to help women who are accomplished professionals but financially overwhelmed reclaim control and confidence in their financial futures.

Bridget founded WealthChoice nearly a decade ago to serve women like herself—high-achieving, time-strapped professionals who often neglect their own financial wellbeing. Her wake-up call came during a divorce when she discovered six figures in credit card debt she hadn’t been aware of. That moment sparked a powerful mindset shift: from financial avoidance to intentional engagement. She now empowers women to do the same—starting with awareness and moving t...

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How to GAIN CLARITY for Your Next Big Move

(Scroll to the bottom to view the video.)

Sometimes our dreams and aspirations are a little mismatched with our efforts.

Full transparency... I was called out on this one by my mentor this past January. Don’t get me wrong I was working hard and extremely busy. There was something missing when it came to how I was approaching my next level of success. I had next-leveled my ambitions, but how I spent my time was the same. My ambitions were not aligned with the next level of success I wanted (and knew I deserved.) This worked for a while, but the next level would require me to "go pro."

Once I made the necessary adjustments and fine-tuned some key habits, that’s when the next level was attainable.

We’ve talked about where you fall on the ladder. But what are your current circumstances now, and what level of commitment are you willing to have?

  • Pro: You are actively taking action to become the person you want to be, and you are remarkably consistent.
  • Proficient: Maybe you are cons
  • ...
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