Resources
A planning tool for every journey.
Each Wayfinder journey has a planning tool: a structured working session that turns “we should really plan this” into under an hour of real work and one page of decisions. They’re free, and they’re the same tools we use inside engagements. Not sure where to start? The Financial Health Checkup will tell you.
Start here · All journeys
Financial Health Checkup
Not sure which journey is yours? Eight questions, about three minutes. The first four read your overall financial picture; the last four go deeper on the area that needs you first, and point you to the right next step for it.
Start the checkup →
Journey: Grow
Growth Planning Workbook
Set a real growth target, find where growth will come from, name what’s most likely to stop you, and check whether the business can afford the trip. Five parts, 45 minutes, one page of output.
Get the workbook →
Journey: Cash
Cash Confidence Planner
A 13-week cash flow forecast built for owners: every expected dollar in and out, week by week, so you see the tight weeks in advance. About 10–15 minutes, and the pressure points get names and dates.
Build my cash forecast →
Journey: Profit
Profit Engine Diagnostic
Find out whether your pricing, unit economics, sales volume, or overhead is holding back profit. Seven numbers you already know, about five minutes, and a clear monthly picture: your profit waterfall, break-even point, and the four levers ranked by impact.
Run the diagnostic →
Journey: Exit
Exit Readiness Checklist
What to strengthen before you sell, even if your exit is years away. Score the business through a buyer’s eyes across five areas, then finish with three priorities and a 90-day route. 30 minutes, one page of output.
Get the checklist →
When the tools aren’t enough · All journeys
Financial Leadership Readiness
As the business gets more complicated, bookkeeping and reports eventually stop answering the questions that matter. Ten questions compare the financial demands of your business with the capability supporting them, and show what layer may be missing: reliable books, a controller, or CFO-level leadership.
Check my finance function →Every tool works better with a navigator. Bring a finished one, or a half-finished one, to a call and we’ll take it from there.
The first waypoint
A tool is a start. A navigator is better.
Work through a tool on your own, or bring your half-finished one to a call. That’s a perfect starting point.
Book a 20-minute call →No preparation needed. No obligation.