Wendolyn Forbes
CFP®
Wealth Transition Finance, A Member of Advisory Services Network, LLC
Financial Planner
Wendolyn Forbes
CFP®
Wealth Transition Finance, A Member of Advisory Services Network, LLC
Financial Planner
Our vision: women fearlessly and confidently pursuing their goals, particularly those involving money. - Wendolyn Forbes, CFP®
Location independent fee-only financial planner serving clients in Western North Carolina and across the country.
Wendolyn Forbes is a Waynesville, NC fee-only financial advisor serving clients locally and across the country. Wealth Transition Finance, A Member of Advisory Services Network, LLC, provides financial planning services to help women manage wealth, navigate life transitions, and gain confidence about finance. As a fee-only fiduciary financial planner, Wendolyn Forbes is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
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.
Wendolyn Forbes is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are 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.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
A financial services practice dedicated to helping women level-up their financial situation.
Wealth Transition Finance, A Member of Advisory Services Network, LLC, is a financial services practice providing personalized service, timely communication, and practical advice. Our services include financial planning and investment management for either a one-time or on-going cost.
Location independent, we use web-based technology to provide services to our clients regardless of their location.
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 communicate openly.
We will discuss your current financial situation, the type of planning you are seeking, and whether the help you are seeking aligns with the services offered.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Consultative Financial Planning
- Investment Management
- Tax Planning Scenarios, Including Roth Conversion and Inherited IRA Distribution
Ideal Clients
- Women Business Owners
- Professional Women
- Retirees and Near Retirees
Working Together
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
Professional Designations & Affiliations
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Wendolyn Forbes is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Wendolyn Forbes is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Wendolyn Forbes is a Member of The Financial Planning Association® (FPA®)FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
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Wendolyn Forbes Serves on the Board of Directors for Haywood Vocational Opportunities
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Wendolyn Forbes is a Featured Graduate of the University of North Carolina Asheville
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Wendolyn Forbes is a Member of the Rotary Club of Waynesville-Sunrise
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Wendolyn Forbes Writes for Smokey Mountain News
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Wendolyn Forbes Serves on the Board of Directors for Working Wheels
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Wendolyn Forbes is a Past Board Member of Haywood Pathways Center
Contact Wendolyn Forbes
Office Locations:
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37 Church Street
Suite 11
Waynesville, NC 28786
