About Forge Financial

About Forge Financial

Meet Your Executive Financial Partner

Meet Your Executive Financial Partner

Stacy Sass | Founder & Principal

Stacy Sass | Founder & Principal

Stacy Sass | Founder & Principal


Hi, I’m Stacy Sass, founder of Forge Financial Advisory.

For years I served as both CFO and CEO of a successful family-owned metal fabrication and construction company. I designed and implemented the entire financial infrastructure from the ground up — including invoicing standards, accounts payable procedures, cash flow management systems, and the monthly, quarterly, and annual checklists that kept everything running smoothly and accurately in a real-world manufacturing environment.

That hands-on experience showed me how powerful well-designed financial systems can be for family businesses. Now I bring that same executive-level expertise to other family-owned manufacturers and builders on a flexible basis.

My goal is simple: give you the clarity, compliance, and confidence you need to grow your company — without the cost or complexity of a full-time hire.

At Forge Financial Advisory, we combine deep manufacturing knowledge with executive financial leadership so you can focus on what you do best — building your business and your legacy.


Hi, I’m Stacy Sass, founder of Forge Financial Advisory.

For years I served as both CFO and CEO of a successful family-owned metal fabrication and construction company. I designed and implemented the entire financial infrastructure from the ground up — including invoicing standards, accounts payable procedures, cash flow management systems, and the monthly, quarterly, and annual checklists that kept everything running smoothly and accurately in a real-world manufacturing environment.

That hands-on experience showed me how powerful well-designed financial systems can be for family businesses. Now I bring that same executive-level expertise to other family-owned manufacturers and builders on a flexible basis.

My goal is simple: give you the clarity, compliance, and confidence you need to grow your company — without the cost or complexity of a full-time hire.

At Forge Financial Advisory, we combine deep manufacturing knowledge with executive financial leadership so you can focus on what you do best — building your business and your legacy.

“I’ve always loved working with numbers — they tell the true story of a business. Helping family-owned businesses, build strong financial systems, and create lasting legacies is incredibly rewarding.”

“I’ve always loved working with numbers — they tell the true story of a business. Helping family-owned businesses, build strong financial systems, and create lasting legacies is incredibly rewarding.”

— Stacy Sass

Want to find out how I can help your business?

Want to find out how I can help your business?

Want to find out how I can help your business?

Let’s meet for 30 minutes to discuss your specific guidance needs.

Let’s meet for 30 minutes to discuss your specific guidance needs.

Let’s meet for 30 minutes to discuss your specific guidance needs.

Schedule Your Free Discovery Call

Schedule Your Free Call

Schedule Your Free Discovery Call

Get in Touch

Legal

© 2026 Forge Financial Advisory


Get in Touch

Legal

© 2026 Forge Financial Advisory