GO FORWARD
INSIGHTS

Helping clients
take control of their financial lives.
SIMPLIFY. DEMYSTIFY. GO FORWARD.

ABOUT

Mary T. Go is the owner and founder of Go Forward Insights, LLC. Mary works as a Financial Coach, where she helps clients simplify and demystify their personal finance affairs. Along with her approachable style and plain-speaking substance, she can be counted on for confidential guidance with a strong dose of action-orientation and accountability.  

Mary started her coaching practice after working over 20 years in financial roles for Walgreens and Pfizer. She has now helped dozens of clients organize their financial lives, improve their returns, and gain financial confidence.

Her clients have included individuals experiencing life transitions and wealth events, mid-career professionals seeking retirement options, and individuals looking for an unbiased “financial second opinion” of their own plans.

She has led corporate classroom sessions with a wide range of employees, including those starting their financial journeys and individuals looking to maximize their retirement benefits.

Prior to becoming a fee-only fiduciary coach, Mary’s career included senior positions within M&A and sales management, including a role as the CFO of the $7 Billion Beauty division of Walgreens and an expatriate financial assignment in Bern, Switzerland.

She holds a BA degree in economics from the University of Rochester and an MBA from the University of Chicago’s Booth School of Business. Mary earned her CERTIFIED FINANCIAL PLANNER certification after completing rigorous coursework through Northwestern University and passing the national board exam.


SERVICES

PRIVATE FINANCIAL COACHING

One-on-one & couples' coaching sessions. Confidential sessions focused on creating a personal finance framework, from cash flow to goal setting, to making your money work harder for you.

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CUSTOM FINANCIAL ANALYSIS

Specific financial analysis around a particular topic, for example: Home buying options and financing, Advisor review and smart questions to ask, and Tackling financial liabilities.

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CORPORATE ENGAGEMENTS

High-energy interactive sessions for office audiences looking to learn personal finance tips and ask questions. Great for employers looking to support their employees and supplement their financial benefits package.

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TESTIMONIALS

 I hired Mary to help me evaluate my financial situation as well as my adviser. I couldn't have been more pleased with the advice I received from Mary.… She was able to bring an unbiased view of my portfolio (as she is not associated with any of the big firms) and give me financial tips I should be considering. My sessions with Mary resulted in a much better relationship with my current adviser: I’m now able to ask the right questions and challenge him on things I would have never questioned before. I highly recommend Mary. She is a great listener, very responsive, and can simply explain "financial stuff" I have never really understood before. 

Mid-career business executive

 Mary is super-knowledgeable and does a wonderful job “de-mystifying” financial matters! We began working with Mary after we received an inheritance that we wanted to handle responsibly. Mary asked all the right questions to help us figure out our “big picture” goals and to identify the practical steps that would allow us to achieve them. Over the course of our sessions with Mary, we acquired information and tools we will use for the rest of our lives. We went from feeling a bit lost and overwhelmed to knowing we are capable of making good decisions about our money! 

Mid-career couple

 I knew I should be doing more with my money, but I felt overwhelmed by the possibilities and wasn’t sure who I could trust. Mary was a godsend… she had a methodical approach and was a great communicator. Mary explained my options to me, made sure I understood and was unfailingly patient. She helped me make moves that ensured my money was allocated properly and doing more for me. I gained confidence about my current and future financial status and have Mary to thank. I highly recommend her services. 

Early-career professional

 Ms. Mary Go is a Booth-trained MBA who has taken her considerable financial and organizational acumen from the Boardroom to assist individuals with budgeting and financial planning. She has described herself as an expert in “decluttering your financial life.” She is skilled, insightful, and has a wry sense of humor. She assisted me with specialized planning around a major life event. Her planning was rigorous, punctual and insightful. She is highly recommended. 

Business executive

 Mary is a wonderful Coach! Her financial background allows her to give you the right information for your situation. However, it really is her talent for listening and then formulating a plan that is specific to your needs where she really shines. Her conversational approach and use of appropriate questions for my situation provided the guidance, time to reflect and also that little extra push to help me achieve my goals. 

Mid-career professional

 Mary takes the time to understand your story, circumstances and desired outcomes. Then she creates a customized, strategic approach that fits not only your goals and schedule, but also your individual characteristics. Her attention to detail, follow through and care has been exceptional and has made a significant impact on our lives. 

Business executive
  

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"This is YOUR opportunity to regain financial control and confidence. Whether indecisive about your financial plans, looking for affirmation of big financial moves, or facing a personal transition, this is a great moment to pause and get professional financial coaching focused exclusively on YOU and your goals." - Mary T. Go, Founder