Cash Flow Planning in Portsmouth, NH
For individuals, families, and professionals
Serving Portsmouth NH, Portland ME,
Boston MA, and beyond.
Gather Savings at the Source
If you find yourself checking your bank account, scratching your head, and wondering, “where does it all go?” – Cash Flow Planning is for you.
No matter how much or how little you have today, it should be your choice when and how to put your money to work. You shouldn’t be perpetually worried that you won’t have enough as you age and you shouldn’t feel like you will have to work forever to fund your lifestyle.
Cash Flow Planning is a service we offer to help you develop and maintain good savings patterns over the long term, find new passive income sources as you go, and more efficiently find your path to financial freedom.
The idea is to save for your future without sacrificing your fun.
How Cash Flow
Planning Works
Install Simple
savings systems.
Set monthly cash
flow targets
Build new passive
income streams.
Capture raises and
put them to work
Know when you hit
important
milestones.
Decrease reliance
on your paychecks
alone.
Access up-to-date
account information
on the app.
Make the most of
the money you work
hard to earn.
Meet Andrew
Forge Financial’s Principal & Founder Andrew Guyton has worked with numerous clients month over month and year over year to make the most of their savings strategies.
Andrew Can Help You Answer Questions Like…
Is Cash Flow Planning right for me?
What else should I be doing in addition to Cash Flow Planning?
Do I have enough money to make the most of Cash Flow Planning?
And more +
Read Andrew’s Bio
Andrew is the Founder and Principal of Forge Financial. He works with Individuals and Business Owners with a friendly, down-to-earth approach to create personalized financial strategies that fit your unique goals and dreams. Andrew’s mission is simple: to provide guidance, build trust, and make financial planning less overwhelming—so you can focus on what really matters.
In 2012, Andrew started his practice in Boston, MA and the rest is history. His love of working with and connecting with new people made his practice grow rapidly. In 2014 Andrew married his wife Jenn and they have 3 kids James, Claire, and Owen. Andrew & his family live on the Seacoast of New Hampshire with their dog Penny.
Andrew enjoys sharing what financial planning options are out there, and most importantly how his clients can be part of a larger strategy to put them in a position of strength and work through whatever life throws their way. Andrew works to deliver a cohesive strategy across many disciplines in the financial planning space so that his clients feel confident, know they are protected, and empowered to take advantage of opportunities.
Andrew earned his BS in finance from Providence College and is an alumnus of Governor Dummer Academy. He was named by Forbes as a Best In State Financial Security Professional in 2023 and 2024, a 5 Star Wealth Manager in 2024, and 4 under 40 by the National Association of Insurance and Financial Advisors in 2018. He is also recognized as a qualifying member of the Guardian Leaders Club, Executive Club, Presidents Council, and Centurion Club. He serves on the board of directors for the Seacoast Chapter of Veterans Count and takes pride in supporting the military in his community where he hosts a charity tournament since 2018 with the proceeds going to Veterans Count.
In his free time, he enjoys time with his wife and children, playing golf, working in his yard and coaching his boys’ football teams.
