Let’s talk

RESOURCES · FREE PLANNING TOOLS

A little perspective.
A clearer next move.

Practical tools for growth, cash, profit, and what comes next. The same tools we use in our engagements, ready for you to work through at your own pace.

Find your starting point

START WITH THE BIG PICTURE

Where does your business
need you first?

You don’t need to know the answer yet.
Start here, and find the tool that fits.

Financial Health Checkup results with an overall gauge and four financial pillars
ALL JOURNEYSABOUT 3 MINUTES

Financial Health
Checkup

Eight questions to understand your financial picture. The first four take a broad view; the next four look more closely at the area that needs your attention.

Leave with a clearer priority and a practical next step.

Start the checkup

FOUR FOCUSED CHECK-INS

Start with one decision.

Answer four questions and get a focused snapshot you can bring to a conversation.

Example Cash Flow snapshot
CASH FLOW4 QUESTIONS

Cash Flow check-in

Four questions to check your cash outlook before your next hire, purchase, or large payment.

Start the check-in
Example Profitability snapshot
PROFITABILITY4 QUESTIONS

Profitability check-in

Four questions to identify what you need before changing prices, costs, or your sales mix.

Start the check-in
Example Financial Visibility snapshot
FINANCIAL VISIBILITY4 QUESTIONS

Financial Visibility check-in

Four questions to check whether your numbers can support the decision in front of you.

Start the check-in
Example Planning & Direction snapshot
PLANNING & DIRECTION4 QUESTIONS

Planning & Direction check-in

Four questions to check the financial thinking behind your next hire, investment, or expansion.

Start the check-in

CHOOSE YOUR JOURNEY

Turn a question
into a working plan.

A focused session. A useful output.
Something you can act on.

Cover of the Wayfinder Growth Planning Workbook
GROW45 MINUTES

Growth Planning Workbook

Set a real growth target, identify where growth will come from, and check whether the business can afford the trip. Five parts. One page of decisions.

Get the workbook
Setup screen of the Cash Confidence Planner
CASH10–15 MINUTES

Cash Confidence Planner

Build a 13-week cash flow forecast. Map expected money in and out, spot the tight weeks, and give your pressure points names and dates.

Build my cash forecast
Input screen of the Profit Engine Diagnostic
PROFITABOUT 5 MINUTES

Profit Engine Diagnostic

Enter seven numbers to see your profit waterfall, break-even point, and the four levers ranked by impact: pricing, unit economics, volume, and overhead.

Run the diagnostic
Cover of the Wayfinder Exit Readiness Checklist
EXIT30 MINUTES

Exit Readiness Checklist

See the business through a buyer’s eyes. Score five areas, choose three priorities, and leave with a 90-day route—even if selling is years away.

Get the checklist

WHEN THE TOOLS AREN’T ENOUGH

Is your finance function
keeping up?

As your business becomes more complex, bookkeeping and reports may stop answering the questions that matter.

Financial Leadership Readiness

Ten questions compare the demands of your business with the financial capability supporting it. See which layer may be missing: reliable books, a controller, or CFO-level leadership.

Check my finance function
Financial Leadership Readiness results comparing business demands and finance capability

WAYPOINTS

Plain thinking.
In writing.

Short articles on cash, profit, growth, exit, and financial leadership—organized by journey and written to be used this month.

Read the latest waypoints