Wealth Transition Finance, A Member of Advisory Services Network, LLC, is a boutique fee-only financial services firm focusing on investment management and personalized financial planning for discerning individuals. We serve a diverse clientele, including self-employed women, C-suite executives, retirees, and widows. Personalized service, timely communication, and practical advice with transparency and integrity are the core values of our practice. We offer investment management and consultative financial planning services for an on-going or one-time cost.

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. After you schedule your connection, be prepared to answer questions about your current financial situation, career, family, viewpoints on money, and expectations of a financial planner.  If a relationship is established, our financial planner connects with clients via phone, virtual meetings, email, and text messaging. Connections are by appointment only.

Wendolyn Forbes, MPAS™, CFP®, CSRIC®, ABFP™,  CCFC, Director of Financial Planning and Investments at Wealth Transition Finance, A Member of Advisory Services Network, LLC, leads our firm. Wendolyn is a CERTIFIED FINANCIAL PLANNER™ professional and designee of MPAS™, CSRIC®, ABFP™, and CCFC certifications.

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 founded Wealth Transition Finance, A Member of Advisory Services Network, LLC. Wendolyn specializes in helping clients create spending and investment plans to align with their vision of financial freedom and pursue what they want out of life. 

Beyond her professional pursuits, Wendolyn is actively involved in the western North Carolina community. She serves on the Boards of Directors for Lake Logan, the Haywood Community College Foundation, Haywood Vocational Opportunities (HVO), and Working Wheels. Personally, Wendolyn enjoys supporting her family members in their various pursuits, traveling cross-country in her van, creative writing, hiking, renovating homes, and exploring the beauty of western North Carolina.

A member of the National Association of Personal Financial Advisors and Financial Planning Association® , Wendolyn is a fee-only financial planner.

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

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.

The Financial Planning Association is the owner of trademark [and registration], service mark and collective membership mark rights in, and various U.S. registrations/applications for: FPA, and FINANCIAL PLANNING ASSOCIATION. The marks may not be used without written permission from the Financial Planning Association.