THE PATHFINDER PACKAGE

Dig deep. Make a plan.

Strategic financial analysis uncovers key tactics to improve your cash flow and strengthen your balance sheet.

Understand what's happening

Identify key opportunities

Make a plan to achieve your goals

Understand what's happening

Identify key opportunities

Make a plan to achieve your goals

Start by understanding your current cash flow situation.

It’s hard to know where to go if you don’t know where you are. The Pathfinder Package establishes a starting point, delivers a Financial Improvement Plan, and supports you as you begin your cash flow journey.

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Initial Discovery
Session

Initial two-hour session to understand your goals and needs for financial improvement.

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Deep-Dive
Analysis

In depth financial analysis and
stakeholder Q & A.

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Operational Cash
Flow Report

Combines your financial statements into one easy-to-follow snapshot of your business.

Financial report with checklist icon.

Financial Improvement Plan

Key tactics to move the needle in your cash flow and improve your balance sheet.

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Tactical Financial
Support

Review progress on initial plan implementation and problem solve in-the-moment issues.

Map with a flag marking the destination icon.

Initial Discovery
Session

Initial two-hour session to understand your goals and needs for financial improvement.

Submarine icon.

Deep-Dive
Analysis

In depth financial analysis and
stakeholder Q & A.

Document with magnifying glass finding a dollar sign icon.

Operational Cash
Flow Report

Combines your financial statements into one easy-to-follow snapshot of your business.

Financial report with checklist icon.

Financial Improvement Plan

Key tactics to move the needle in your cash flow and improve your balance sheet.

Two speech bubbles icon.

Tactical Financial
Support

Review progress on initial plan implementation and problem solve in-the-moment issues.

Assessment Details

Timeframe

3-5 months.

Investment

$5,000. 

Ready to change your relationship with your cash flow?

Schedule a complimentary consultation to see if we’re a fit.