My name is Wendolyn Forbes. I am the Director of Financial Planning and Investments at Wealth Transition Finance, A Member of Advisory Services, LLC and 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, breaking through their fears and concerns regarding 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, working 2 to 3 jobs while attending (and paying for) college as a 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 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 I didn't know 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 fee. 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.
Education is a core value of my financial services practice. In addition to being a CERTIFIED FINANCIAL PLANNER ™ practitioner, I hold the Master Planner Advanced Studies™ (MPAS™) designation from the College for Financial Planning®—a Kaplan Company. This designation demonstrates my advanced education and expertise in personal financial planning. As an MPAS™ designee, I help clients identify, analyze, and recommend financial planning strategies that are tailored to their unique needs and goals. I am also a CSRIC® and ABFP® designee which means I am trained to help you invest in a way that is good for the planet and society, while also taking into account your individual financial goals. I can also help you understand and overcome your own biases, so you can make better financial decisions.
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®, and ABFP® 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, and behavioral finance.
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.
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.
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.
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. You may find her work in the following publications: Positively Haywood by Vicinitus and Rumble by Smoky Mountain News. Wendolyn shares her original content on our blog, which has links to the corresponding publications.