GO FORWARD
INSIGHTS

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

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.


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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LET'S GET STARTED

"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