The Financial Forge is a New Jersey-based financial planning firm founded by Certified Financial Planner James H. Walker II. The firm specializes in behavior-focused personal financial education, investment and savings strategies, tax planning, retirement and pension planning, and student loan guidance. The Financial Forge does not manage client portfolios or make trades, but instead focuses entirely on personalized financial planning, cash flow modeling, net worth modeling, and visual planning tools. Clients include individuals, families, public service professionals, medical and legal professionals, and small business owners seeking strategic guidance without turning over custody of their investments.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
- Comprehensive financial plan — $1,500 to $3,000 per plan, covering retirement, savings, and tax strategies
- Hourly consulting — $200 to $400 per hour for ongoing advice and specific financial questions
- Custom dashboards or visual tools — quoted individually per project
One-Time Plan:$1,500 - $3,000
Hourly Rate:$200 - $400/hr
Loading...