Wealth Transition Finance
Our vision: women fearlessly and confidently pursuing their goals, particularly those involving money.
Financial planning is a collaborative process and the expectation is that, when we connect, we discover whether we enjoy each other's company, trust each other and can collaborate. We will discuss where you are in your process, the type of planning you are seeking, and whether the help you are seeking aligns with the services I offer.
Your initial consultation involves openness and time. You can expect me to ask questions about your life, career, family, financial situation, viewpoints on money and your expectations of a financial planner. You can also expect me to ask you to bring and share your financial data.
I provide personalized service, timely communication, and practical advice with transparency and integrity. Open, timely communication and thoughtful, intentional collaboration are essential to my process. Click on the button below to schedule a connection time that works for you.
Over the years, I have collaborated with a variety of people and, I believe, helped them to achieve confidence, knowledge, and understanding about finance.
Wendolyn Forbes is a CERTIFIED FINANCIAL PLANNER™ practitioner who collaborates with and guides women through managing wealth, navigating life transitions, and gaining 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, she transitioned to a nationally known broker/dealer to help clients with investment management in 2017.
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 lives. She 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.
As a fee-only financial planner, Wendolyn's financial planning and investment management services are available for either a one-time or on-going cost. Her practice provides clients with flexibility in their approach to financial planning.
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.