Financial clarity for complex decisions — before commitments are made.
True CFO provides strategic tax planning, financial intelligence, and decision support for individuals and business owners navigating complexity.
Who We Work With
Individuals with multiple income streams or major financial decisions
Business owners navigating tax, entity, or growth complexity
Families and professionals facing high-stakes financial choices
Clients who value clarity over transactions
If your situation is straightforward or purely transactional, we may not be the right fit.
CORE SERVICE AREAS (Three Pillars)
Our work centers on understanding decisions before they’re made — and the consequences that follow.
Tax Planning & Optimization
Strategic tax analysis, planning, and optimization aligned with your broader financial picture — not isolated filings.
Scenario-based tax modeling
Entity and income structuring
Multi-year planning
Financial Intelligence
Understanding how your entities, income, risks, and decisions interact — before you act.
Decision modeling
Cash flow and risk visibility
Tradeoff analysis
Strategy & Decision Support
Guidance and analysis for moments when the stakes are high and clarity matters most.
Major transactions
Growth or restructuring decisions
Advisory support during change
How It Works
Short intelligence intake
Fit review and invitation to continue
Deeper discovery and service agreement
Analysis, planning, and support
Not every inquiry moves forward. Each engagement is intentional.
Why True CFO?
Intelligence-first, not product-first
Personalized review — no automated plans
Designed for complexity, not volume
Decisions before outcomes