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Where Your Wealth Meets Your Legacy

Wealth Transition Finance, A Member of Advisory Services Network, LLC, is a financial service practice dedicated to helping women who want to level-up their financial situation. Personalized service, timely communication, and practical advice with transparency and integrity are the core values of our practice. We offer consultative financial planning services and investment management services for a one-time or on-going cost.

Personalized service, timely communication, practical advice

When you are seeking help with your personal financial situation, choosing a collaborative relationship- where you and your financial planner communicate openly and transparently about your situation- is paramount.

When you connect with your financial planner, it is important for you to discover whether it makes sense to develop a professional relationship. To do this, it is important to openly share details about your financial situation, the type of planning you are seeking, and whether the help you are seeking aligns with the services offered by the financial planner. 

Your initial consultation involves openness and time. To make the best use of your time, be prepared to answer questions about your current financial situation, career, family, viewpoints on money, and expectations of a financial planner.  

BY APPOINTMENT ONLY. SCHEDULE HERE.

Where & How You Connect with Us

Wendolyn Forbes, MPAS™, CFP®, CSRIC®, ABFP™, is the Director of Financial Planning and Investments for Wealth Transition Finance, A Member of Advisory Services Network, LLC. Wendolyn is an independent fee-only financial planner serving clients in Western North Carolina and across the country. After a relationship is established, Wendolyn connects with clients via phone, virtual meetings, email, and text messaging. Connections with Wendolyn are available by appointment only. 

Click here to schedule your appointment.

Fee-Only Financial Planning Services

Wendolyn Forbes, MPAS™, CFP®, CSRIC®, ABFP™, is a CERTIFIED FINANCIAL PLANNER™ practitioner who collaborates and guides women through managing wealth, navigating life transitions, and gain confidence about finance. 

Wendolyn began her career in finance in 2008 working as a personal banker for a large firm. After over nine years with that firm, in 2017 she transitioned to a nationally known broker/dealer to help clients with investment management. 

In 2021, she launched her own financial services practice, Wealth Transition Finance, A Member of Advisory Services Network, LLC to provide personalized financial planning and investment management services in alignment with her values of high-caliber client care, timely communication, and practical advice delivered with transparency and integrity.

Wendolyn works with professional and entrepreneurial women who want to simplify and gain confidence about their financial livesShe collaborates with her clients and, once they have decided to implement a strategy, she becomes an accountability partner, providing on-going guidance as clients pursue their goals.

A member of the National Association of Personal Financial Advisors and Financial Planning Association® , Wendolyn is a fee-only financial planner offering consultative financial planning and investment management services for either a one-time or on-going cost.

Whether you are a do-it-yourself investor who wants to engage a professional for financial planning services or an investor who prefers to lean into the guidance of a professional for ongoing investment management, you are invited to connect with Wendolyn so you may discover whether it makes sense to collaborate and explore your financial situation together.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors who are highly trained professionals committed to working in the best interests of those they serve. NAPFA members live by three important values, to be: the beacon for independent, objective financial advice for individuals and families; the champion of financial services delivered in the public interest; and the standard bearer for the emerging profession of financial planning.

Wendolyn Forbes, MPAS™, CFP®, CSRIC®, ABFP™

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Over the years, I have collaborated with a variety of people and, I believe, helped them to achieve confidence, knowledge, and understanding about finance. Open, timely communication and thoughtful, intentional collaboration are essential to my process. 

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