About me
My name is Travis McCullough, I am a CERTIFIED FINANCIAL PLANNER™ professional with a Master’s in Taxation and 10+ years in the accounting and financial industries.
I'm a fractional CFO who prioritizes simplicity and straightforward advice. My goal is to help business owners feel confident in their numbers and the decisions they make. I want to help business owners grow the business of their dreams, achieve the aspirations they have in their work, and be able to reach the goals they have for their personal lives as well.
Both my parents were master plumbers and my dad owned his own plumbing company. I witnessed them make great money and equally bad financial decisions. Later in life I was able to help them, as well as the business, through my professional experiences, and after my dad passed, I had the strong desire to help others, like him, avoid all the bad financial decisions I witnessed. Which is why I founded Forthright Financial Services.
Schedule a call today to learn how you can receive completely transparent and trusted advice for your business.
Travis McCullough
Finance
$200 / session
Snapshot
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Master's Degree in Taxation
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Became Lead Tax Associate during my 4-year tenure at a CPA firm
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As Director of Financial Planning at an independent financial planning firm, I deliver financial plans to people who were not investment clients.
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Helped my Dad and his small plumbing company become financially secure.
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Founded Forthright Financial Services after my dad passed away to help other business owners, like him, understand their numbers better and make confident decisions.
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