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wtforbes@wtf-asn.com
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Wendolyn Forbes, MPAS™, CFP®, CSRIC®, ABFP™, CCFC

As the Director of Financial Planning and Investments at Wealth Transition Finance, A Member of Advisory Services, LLC and a CERTIFIED FINANCIAL PLANNER ™ professional, I aim to help people experience the joy of aligning their values with their finances, breaking through their fears and concerns regarding money so they feel confident about the pursuit of their financial goals.

I founded Wealth Transition Finance, A Member of Advisory Services Network, LLC, to serve as a beacon of support for individuals seeking guidance on their financial journey. I particularly focus on helping women navigate life transitions, manage wealth, and gain confidence in their financial abilities.

My own personal finance journey has been one of both struggle and triumph. From juggling multiple jobs while pursuing my education to navigating the complexities of student loans and credit card debt, I've experienced the anxieties and frustrations that come with financial uncertainty. However, I've also experienced the incredible sense of liberation that comes from overcoming these challenges and achieving financial stability. These experiences have shaped my approach to financial planning.

I believe in personalized service, open communication, and providing practical, actionable advice. My goal is to empower my clients with the knowledge and confidence they need to make informed financial decisions.

As a fee-only financial planner, I offer ongoing investment management and project-based financial planning consultations for either an on-going or one-time fee. 

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, I invite you to connect with me so we may discover whether we collaborate and explore your financial situation together.

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

Wendolyn Writes About Personal Finance

Wendolyn believes in sharing knowledge about personal finance in a way that makes it accessible to everyone. In that spirit, Wendolyn is an author of original content on various topics related to personal finance and has been featured in interviews on a variety of personal finance topics. Wendolyn shares her original content on our blog which has links to the corresponding publications.

Visit Wendolyn's Blog on Personal Finance

Financial Planning, Sustainable Investing, Behavioral Finance, and Education Funding

When you look at names of financial professionals, you may wonder, What do all the acronyms mean?

  • CERTIFIED FINANCIAL PLANNER™ (CFP®):  This mark signifies my dedication to meeting the CFP Board standards of competency, ethics, and professionalism in financial planning.
  • Master Planner Advanced Studies™ (MPAS™):  Awarded by the College for Financial Planning®, this designation reflects my advanced education and knowledge in developing tailored financial strategies.
  • CSRIC® (Chartered SRI Counselor™): This demonstrates my specialized training in sustainable, responsible, and impact investing, allowing me to help you identify opportunities to align your investments with your values and financial goals.
  • ABFP® (Accredited Behavioral Finance Professional®): This accreditation equips me with the understanding of psychological biases that can influence financial decisions, enabling me to guide you toward more rational choices.
  • CCFC (Certified College Funding Consultant): This certification focuses on the complexities of college funding, including strategies on saving, financing, and navigating the college application process.

Managing personal finances can be complex, but it's important to work with a professional who is committed to providing the highest quality service. Financial services professionals are regulated by state and/or federal agencies, but many also choose to obtain voluntary professional designations like the MPAS™, CSRIC®, ABFP® and CCFC which shows that they are dedicated to complying with additional standards and regulations. Through ongoing continuing education, I am committed to upholding the highest standards of professionalism and staying up-to-date on the latest trends and best practices in financial planning, sustainable investing, behavioral finance and education funding.

Master Planner Advanced Studies™, MPAS™, and MPAS™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States. Accredited Behavioral Finance Professional™, ABFP™, and the ABFP™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States. Chartered SRI Counselor™, CSRIC®, and the CSRIC® logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States. The Certified College Financial Consultant (CCFC) designation is issued by the American Institute of Certified College Financial Consultants (AICCFC) and is granted to individuals who meet all of the following prerequisites: possess one of the following professional designations: CPA, CFP, ChFC, CPWA, CIMA, RMA, AFC or provide evidence of sufficient education and experience to be deemed satisfactory by the AICCFC. Designees must complete a comprehensive education program that covers education funding, tax planning with education deductions and credits, financial aid planning, student loan advising, and practical planning strategy topics, and receive a passing grade of 80 or higher on all respective assessments in the program. 

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

Learn more about CFP® professionals

Master Planner Advanced Studies™, MPAS™, and MPAS™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.

Learn more about MPAS®