About Us
OUR MISSION
Our mission is to educate and empower our clients, guiding them in building lasting wealth through long-term investment strategies.
OUR VISION
Faith-Focused.
Driven by Values.
At Forge, we are driven by our values. Our team focuses on investing and financial planning for retirement using faith-based principles.
Our vision is to walk along side our clients, individuals and families, and help them plan for financial freedom. We use Dave Ramsey’s principles as a guide to educate our clients in order to bring them hope.
OUR VALUES
The Guiding Principles that Define Our Identity
Our commitment to these values drives our mission and allows us to build lasting partnerships with our clients.
Integrity
Our commitment to integrity strives to ensure that we act with sincerity, fostering lasting relationships built on principles of honesty and reliability.
Stewardship
Through careful planning and thoughtful allocation of resources, we aim to maximize value for our clients while focusing on a foundation for future success.
Faith-Focused
Our commitment is to align financial strategies with spiritual values, fostering a sense of purpose and meaning in all financial endeavors.
Excellence
We aim to achieve outstanding long-term investment performance, serve as exemplary employers, and foster a workplace culture that embodies excellence in collaboration.
Compassion
Demonstrating empathy and understanding of financial challenges, our services are designed to reflect a compassionate approach, providing support and guidance with a caring heart.
Teamwork
Each member of our team adheres to the principle of treating others with the same honesty and respect they would expect for themselves,prioritizing the mission of Forge Financial over personal agendas.
OUR PROCESS
We understand it’s difficult to know where to start when it comes to investing.
At Forge, we know that you want to be knowledgeable and confident about your finances. In order to do that, you must establish financial objectives and learn how to build wealth.
Our straightforward approach simplifies the process to get started on your financial journey.
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A brief call to hear why you reached out to a SmartVestor Pro and discover your specific needs and goals.
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As Dave says, it is important to understand what you are investing in. One of our team members will get to know you and your financial picture to guide through the next steps.
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Once a plan has been developed and it meets your needs, we will open accounts and get started. We can help with moving assets from other firms and former employers and develop a detailed financial plan.
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Now the real work begins - as a fiduciary, we will have regular conversations, check-ins and evaluations to help you achieve your financial goals.
SCHEDULE A MEETING
We’re Here to Help.
We welcome the opportunity to meet you and introduce you to our team of advisors. Contact us today to schedule an appointment and start your journey to financial freedom.