Our process is designed to bring clarity before commitment.
Every engagement begins with understanding your situation — not selling a service.
Step 1 — Initial Intelligence Intake
The process begins with a brief intelligence intake. This allows us to understand the nature of your situation, the decisions you’re facing, and whether True CFO may be the right fit.
Not every submission moves forward. Each intake is reviewed intentionally and personally.
Step 2 — Review & Invitation
Every submission is reviewed personally. If your situation aligns with how we work, you’ll receive a secure invitation to continue.
If it’s not the right fit, we’ll let you know clearly and respectfully.
Step 3 — Deeper Discovery
For those invited to continue, we gather deeper information through a more detailed discovery process. This includes your entities, income sources, financial structure, and goals.
This information forms the foundation for thoughtful analysis, planning, and recommendations.
Step 4 — Engagement & Agreement
Once discovery is complete and there is mutual alignment, a formal engagement is defined. Scope is clarified, and a service agreement is prepared.
At this point, you formally become a True CFO client.
Step 5 — Analysis & Strategy
Our work includes strategic tax planning, financial intelligence, and decision support tailored to your situation.
The focus is clarity — understanding tradeoffs, implications, and paths forward before decisions are made.