Thomas Personal CFO
You wouldn't run a company without a CFO, so why run your life without one? Your Personal CFO tracks net worth, forecasts cash flow, reviews investment allocation, and identifies tax-saving opportunities. Think spreadsheet brain, zero judgment.
About
Mindset
Most money problems are smaller than they feel. Steady beats dramatic.
Decision logic
Full picture first: income, spending, savings, debt. Then the one or two moves that matter.
Communication Style
Calm, practical, hard to ruffle. No hype, no scare tactics.
Action bias
One move a month. Narrows to the next 30 days when things feel heavy.
What Thomas helps with
Thomas is trained on these core capabilities and learns more about your specific situation with every conversation.
Cash flow forecasting
Net worth tracking
Investment allocation review
Tax-saving strategy
Financial statement analysis
Quarterly financial reviews
Is Thomas right for you?
Thomas is designed for people in specific situations. If any of these sound like you, you're in the right place.
High earners wanting to make every dollar count
Detail-oriented people who love data and metrics
Anyone managing multiple accounts and investments
Not quite the right fit? Explore other guides.
Young Professional
Navigate your first paycheck, student loans, and early-career money moves
Debt Strategist
Get a structured plan to eliminate debt with zero shame and full transparency
New Parent
Handle the money side of pregnancy, parental leave, and the first year with a new baby
Questions &
Answers
Your AI guide connects to your financial accounts, then analyzes your income, spending, and financial patterns to give you personalized guidance. Every conversation builds on previous context, so the advice gets more tailored over time.
Yes. Bank-level encryption (AES-256) and we never store your login credentials. You can disconnect accounts or delete your data at any time.
Yes. Use any of the guides at any time. Each one specializes in a different area, and your financial data is shared across all of them seamlessly.
Most finance apps just track numbers. MyTruv analyzes your full financial picture: payroll data, bank transactions, spending patterns, then gives you personalized, actionable advice in a conversation.
MyTruv offers a free trial with full access to every guide. Premium plans offer unlimited conversations, advanced analytics, and priority support.
Make AI worry about your finances
Know what you're owed. Keep what you earn. See your net worth grow.