For All Your Days, Prepare.

Learn about Forthright Financial Services and its mission to help clients with high-quality financial advice

without worrying about the size of investment accounts.

Hello, I’m Travis McCullough, CFP®, MST

Founder of Forthright Financial Services.

You’re here and you’re willing to do what it takes to create the life and future you want – for yourself and your family. But that life and future could depend on making the right choices with your money now.
Nobody wants a person on their team who doesn’t work, who isn’t giving his best, maximizing his potential day in and day out. Far too often for people, their money is just like that lazy team member.
It’s not working as hard as it could be or should be, and your future self is going to have to pay for it.
The problem is, when it comes to understanding your finances – and all the choices you have to make in both your business and personal life, you feel like you’re always trying to solve a mystery. It’s complicated, and your time is precious.
Time is money, and I don’t have to convince you that both have a way of slipping away without us realizing it.
I’m here to help.

 Experience & Qualifications

● Certified Financial Planner© professional.
● Masters Degree in Taxation, Bachelors Degree in Accounting.
● 4 years at a CPA firm performing tax preparation and accounting.
● 5 years at a Financial Planning firm helping clients make smart financial decisions in all areas of life.
● Certificate in Financial Planning from UT Austin


For all your days, prepare,

And meet them ever alike:

When you are the anvil, bear—

When you are the hammer, strike.

Edwin Markham

Why Forthright Financial?

 I’m the son of two master plumbers. When it came to plumbing, “master” is the right word. They were brilliant at their work. And, like all contractors and tradesmen, their business went through highs and lows. When times were good, we took amazing vacations and enjoyed life together. When times were tough, like going through bankruptcy to avoid losing everything, we had to bear the burden.

This is a story told all too often, and it’s why I started Forthright Financial Services.

While working closely with my dad as his accountant, and then as his financial planner, I was able to help him through some very important but difficult situations. It all paid off and I was able to experience one of the proudest moments of my life. I got to sit across from my dad and tell him he could retire on his terms.

As an owner-operator or contractor, your business and your personal financial situations are so connected that I believe you need special advice to address both of those areas simultaneously.

That special guidance is exactly what we provide. Straightforward advice that’s always a phone call away.

If you’re ready to offload the stress and worry around managing your money, now and for when your working days are done, let’s talk.

You deserve simple, forthright financial advice that you understand and trust.

Always Straightforward. Always Forthright.
Tax, Business, and Financial Advice You Can Understand and Trust.

Here’s what I’ll help you with:

Tax Planning









Offload the stress of managing your business and personal finances.

Ready to Get Straightforward, Honest Financial Advice?

Here’s what to do:

1. Schedule a Free Consultation

2. Get a Straightforward Plan

3. Enjoy Every Season of Life with Confidence


Cash Flow Forecasting Mini-Course and Template.


Mastering Cash Flow Forecasting: Comprehensive Guide for Business Owners

Start tracking your cashflow today with this simple to use template!

Included is the link to copy and download the spreadsheet template so you can get your forecast up and running ASAP.

Additionally there is a short tutorial that you can watch to get you more comfortable with using the template and to help with some thoughts around cash flow forecasting. This can be ESPECIALLY important if you are easily dismayed when your forecast is not PERFECT on the first go!


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Read From Our Blog

The Differences Between Accountants and Fractional CFOs

Business owners and contractors often get to a point where they have to grapple with complex financial matters and the expertise of financial professionals becomes indispensable. Two key roles that play a pivotal part in ensuring financial stability and growth in a business are accountants and fractional CFOs. In this post, I’ll dive into the differences between these two roles. Then I’ll discuss why having a fractional CFO can be a game-changer for you and your business.

Differences Between Fractional CFOs and Bookkeepers.

When it comes to business financial management, two crucial roles that often come into play are the bookkeeper and the fractional CFO (Chief Financial Officer). While both are essential for maintaining financial stability, they serve different purposes and bring distinct benefits to your business. In this blog post, we’ll explore these differences and explain why having a fractional CFO can be a game-changer for your business.



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1200 S Main St. Ste 109

Weatherford, Texas 76086

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Forthright Financial Services (“FFS”) is a registered investment advisor offering advisory services in the State[s] of Texas and in other jurisdictions where exempt. Registration does not imply a certain level of skill or training.

The information on this site is not intended as tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon as the sole factor in an investment making decision.

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