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What is a Personal CFO?

What is a Personal CFO?

Most businesses have a chief financial officer, CFO, responsible for the financial health and management of the company. At Bighorn Wealth Management, we are your personal CFO and guide.

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Life With a Personal CFO

Life With a Personal CFO

What would your life look like if you delegated your financial worries to us? Schedule a call with us!

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Our Approach

Our Approach

We strive to build long-lasting relationships with our clients, offering education and guidance.

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Your Personal Guide

Your Personal Guide

We are your fiduciary. You have put us in a position of trust. We must act in good faith and with honest intentions on your behalf. In other words, as your guide, we wouldn’t do anything for you that we wouldn’t do for ourselves.

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How Can We Help You?

How Can We Help You?

Our dynamic Personal CFO process incorporates the essential components of your financial life into a single streamlined plan of action. With too much stress and too little time, your personal and business finances can get away from you. We identify and fix the coordination gaps that occur when life gets complicated.

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Learn How to Avoid These 6 Common Tax Errors

Knowing how you need to file your taxes depends on your income and filing status, as well as which deductions and credits you can claim. In this free ebook, we share some common errors to avoid.



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