Wendolyn Thurston Forbes, CFP®

Wendolyn Thurston Forbes, CFP®

My name is Wendolyn Thurston Forbes. I am a CERTIFIED FINANCIAL PLANNER ™ practitioner. 

At the core of my work in financial planning is my desire to help people experience the joy of aligning their values with their finances, of breaking through their fears and concerns about money so they feel confident about the pursuit of their financial goals.

As the oldest of three children in a single-parent family, I grew up observing how money was hard earned and hard to keep. Independence, determination, and grit are the building blocks of my being. On my own since the age of 17, I have experienced the anxiety and fear associated with credit card and student loan debt, of working 2 to 3 jobs while attending (and paying for) college as full-time student. I have also experienced blissful breakthroughs as I learned how to eliminate debt and effectively manage my habits around money to achieve my financial goals.

The values of my financial services practice include personalized service, timely communication, and the delivery of practical advice with transparency and integrity.

Over the years, I have collaborated with a variety of people and, I believe, helped them to achieve confidence, knowledge, and understanding about finance. I tailor my approach  using financial planning principles that align with individual situations and circumstances.

I founded my financial services practice to help women manage wealth, navigate life transitions, and gain confidence about finance because I wanted to be the kind of woman that I didn't know back in my younger days- someone with whom the values of personalized service, timely communication, practical advice, transparency and integrity about personal finance were shared.  

As a fee-only financial planner, my financial planning and investment management services are available for either a one-time or on-going cost. My 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, 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.

A financial services practice dedicated to helping women who want to level-up their financial situation.

What is Wealth Transition Finance, A Member of Advisory Services Network, LLC?

A financial services firm dedicated to helping women level-up their financial situation by providing personalized service, timely communication, and practical advice on building and preserving wealth, navigating life transitions, and gaining confidence about finance.

When deciding on a name for my practice, my partner encouraged me to play off of my initials, W.T.F. A mentor suggested that the name of my practice tell people exactly what I do. 

Wealth: what it is to you; how to achieve it; how to preserve it. 

Transition: a change in job, location, family circumstances, partner... navigating change. 

Finance: how you spend and save; whether your values and finances align.

WTF represents who I am, how I serve my clients, how I live out my purpose. (It's also a memorable acronym.) 

Which word applies to you most at this time in your life: wealth, transition, finance, or all three?

The answer to this question is yours to explore.

Our vision: women fearlessly and confidently pursuing their goals, particularly those involving money.

Through financial planning and education, I aim to embolden women to fearlessly and confidently pursue their financial goals. Here, on my website, you are welcome to explore educational material on finance at no cost. Sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can impact your future. Education can make a difference, especially when it comes to financial matters. If something you read or watch prompts a question, please contact me.