Project and Hourly Financial Planning
For specific needs engage our hourly or project financial planning. We can give you a free quote to encompass the unique scope of your project. Some of the many things we can do:
Custom Budget
Debt Elimination Plan of Action
Current Financial Snapshot including Net Worth
Retirement Needs Analysis
College Savings Plan
Donor Advised Fund
Risk and Insurance Needs Analysis
Contingency Planning
Estate Planning Analysis
Investment Policy Statement
Asset Allocation
Investment Risk Assessment
Comprehensive Retirement Plan
Comprehensive Financial Plan
And much more
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Get on the calendar below or send us an email to get started on your project.
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Investment Management and Comprehensive Planning
When your ready to be "all in" for your financial future. At Wayfinder we understand you're busy being the best version of yourself for your career, your family, your friends, and your world. Take your time back and let us be the best at developing your financial plans and managing your hard earned money for you and those you love. We'll treat you like family and take the task of managing your hard earned money with the respect and confidence you deserve. Rest well knowing a CFA Charter, military veteran, and war planner is going to bat for you.
Small Business and Corporate Services
Big job? Small job? We can get it done and get it done right. We want you to be the best at your business you can be and excel at what you do well. Let us handle the financial leg work for you. Here are a few examples of some of the things we can help you with:
Pro forma financial statements and financial projections
Capital Investment Decisions
Expansion Decisions
Valuations (Projects, Acquisitions, Departments, or entire businesses)
Key Performance Metrics
Investment Opportunities
Tax Planning
Business Continuity and Contingency Planning
Lessons Learned
Or just a second look when you can't afford to get it wrong
Subscription Services for a long term trusted partnership
This option is ideal for clients who require or desire a long term planning relationship. With this option we'll work out your financial plan and then follow up like clockwork periodically to ensure it's on track. And when things change (and they always do!) we'll update your plan and adjust course as necessary.
Best Suited For:
Those with ongoing planning needs but no need for investment management
DIY Investors who need regular tune ups
Business Owners who have periodic financial and investment needs
Those who want quarterly rebalances and updates to their plans
Get a Quote
Get in touch for a custom quote.