Wendolyn Forbes (ABFP™, CFP®, Chartered SRI Counselor™, MPAS)
Wendolyn Forbes focuses in the
following client markets or areas of practice:
- Generation X
- Investment Advice with Ongoing Management
- Investment Advice without Ongoing Management
- Retirement Plan Investment Advice
- Women's Financial Planning Issues
- Generation X
- Investment Advice with Ongoing Management
- Investment Advice without Ongoing Management
- Retirement Plan Investment Advice
- Women's Financial Planning Issues
Planning Specialties
Wendolyn provides intentional financial planning through two service models: Ongoing Investment Management, featuring custom in-house portfolio design, ongoing financial planning, quarterly performance reporting, and dedicated one-on-one advisor access for self-employed professionals, retirees, widows, and individuals managing inherited wealth; and Consultative Financial Planning, offering standalone scenario modeling and investment portfolio reviews for cash-flow conscious individuals navigating retirement timing, Roth conversions, IRMAA thresholds, RMDs, and inherited assets.Additional Information
Beyond her professional pursuits, Wendolyn is actively involved in the Western North Carolina community, serving on local boards and supporting regional organizations. Personally, she enjoys supporting her family, teaching spin classes, creative writing, hiking, gardening, and exploring Western North Carolina.NAPFA Start Date
February 01, 2022
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