If you found yourself on my page, chances are you've built your success through grit, sacrifice, and a relentless drive to create something lasting not just for yourself but for your family. I was a working mom navigating long hours, career reinvention, and the constant push-pull between ambition and family life. For years, I told myself I'd focus on planning "later". But life doesn't slow down an
d neither do financial risks. I eventually realized that generational wealth isn't built by accident. It's built with intention. Now I help self-made executives and entrepreneurs design strategies to grow, protect, and transfer their wealth with purpose. My clients aren't looking for cookie cutter advice. They want a partner who gets the complexity of their lives. Who helps them turn success into security and legacy. I combined the reach of a Fortune 500 firm with a deeply personal relationship first approach. Whether it's tax strategies, estate planning, charitable giving, or income design we'll create a plan that reflects your values and offers you the freedom that comes with choices ultimately giving you peace of mind. My favorite moment? When clients realize they're closer than they think. If you're ready to start your planning, let's have a conversation about where you are today and where you want to be. My best,
Cira Forbes, CEPA®, AAMS™
[email protected]
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