About Forthright

Focus on the Work You Love

Forthright Financial Services was founded to simplify all the complicated stuff so business owners can make the best decisions every day.

Travis McCullough standing in a brick-walled office

Founder

I’m Travis McCullough, CFP®, MST, founder of Forthright Financial Services.

As a business owner, you’re the boss of your business. A business with money coming in and going out, taxes to pay, payroll to manage — and that’s just the business side of your financials. (We didn’t even mention your personal financials.)

There are also all the operations: the business structure, hiring, legal, and more. It all adds up, but you’re still left with the same number of hours in the day. There is work to be done, and you can’t afford to lose time and money trying to simply understand, let alone manage, all the technical business pieces.

That’s why you need someone on your side who can simplify all the complicated stuff and help you make the best decisions every day. Every hard-earned dollar and irreplaceable minute of your time deserves it.

Schedule a Call

Working Together

With our business services, you’ll get:

Simple, straightforward business strategy that you understand
Cash flow forecasts
Budgets and projections
A business advisor to help connect the dots between what you want to accomplish in the business, and what next steps you should prioritize.
Expert financial management designed for you
Fast answers to the complicated questions that come up in your business

And much, much more. See the three ways to work together.

Travis McCullough seated, in conversation

Why Forthright

I get it — being your own boss means making all the business decisions.

Many of which can be confusing and complicated. Whether you’re a one-person operation or manage a team, in any industry, the goal is the same: a plan for your business you understand, while you focus on doing great work.

Stop worrying about your business and spend more time serving your customers and doing the work you love.

Explore the Services

Let’s talk about your business.

Where you need help, and what it would look like to work together.

Schedule a Call