In Episode #24 of NAPFA Nation, host Marie Swift speaks with Bridget Venus Grimes, CFP®, President of WealthChoice and Co-Founder of Equita Financial Network.The conversation focuses on Grimes’s expertise and passion for empowering women through financial education. Grimes shares the story and motivation behind launching her RIA firm, WealthChoice, as well as Equita Financial Network, a network and platform built for women-led and independently owned fee-only firms, discussing how she manages the capacity and growth of those companies. She emphasizes the value of a good community for success and discusses her experience as a CFP board ambassador and NAPFA member. Learn why Grimes strongly believes in upholding the fiduciary standard and many more valuable insights in this episode.In a nutshell:- Financial planning for women - The benefits of industry organizations- Growth and capacity management - Community and volunteer activities- Succession planning- NAPFA and the fiduciary standard
Bridget Venus Grimes, CFP®, is a financial planning trailblazer dedicated to helping women overcome challenges and achieve financial security. As the founder of WealthChoice and co-founder of Equita Financial Network, Grimes has spent her career advocating for women’s financial empowerment, understands firsthand the barriers women face, and has made it her mission to create empowering solutions. In 2016, Grimes launched WealthChoice, a fee-only financial planning firm tailored to women executives and their families' unique needs. WealthChoice’s collaborative approach helps clients manage cash flow, clarify goals, and build robust financial plans, enabling them to live on their terms. She also established the WealthChoice Community, which provides women with networking opportunities, access to expert speakers, and a supportive space to tackle career and personal challenges together. Driven by her passion for creating lasting change, Grimes co-founded Equita Financial Network in 2018 with Katie Burke, CFP®. Equita provides a resource platform and a supportive network for women-led financial planning firms. From offering professional tools to fostering mentorship and succession planning, Equita aims to increase the number of women-owned firms in the industry and attract more women to the financial planning field. A five-year NAPFA member, Grimes is also an ambassador for the CFP® Board and a champion of the fiduciary standard. Learn more at EquitaFN.com and WealthChoice.com.