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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...

Podcast Episode #48 - What Women Owned Businesses Need To Know Right Now About Reassessing Their Budget - An Interview with Bonnie Forte

budgeting finances women-owned business Apr 28, 2020

What Women Owned Businesses Need To Know Right Now About Reassessing Their Budget

I am so excited and honored to have interviewed Bonnie Forte. She is a tax expert and dear friend as well. Bonnie is the CEO of The Money Catalyst, LLC where her clients benefit from 20 years of experience in accounting and business development. Bonnie has extensive experience providing executive level consulting... which goes beyond simple services to help businesses advance to the next level by gaining more knowledge. She has trained with High Performance Coaches, Social Media Experts & World Class Speakers.

Here Are a Couple of the Main Take-Aways:

Assess your budget ever 30 days
Check grants weekly especially local ones by county (good resources are to Google ‘Women in Business Grants’ or at www.bonnieforte.com)
Most important is to know where your money is going

To be notified for future interviews sure to connect with me here on LinkedIn AND to lear more about how to build the mindset and...