Business Planning
Running a business means making high-stakes decisions every day, not just for your company, but for your future. At Pathfinder Wealth Consulting, we help business owners with their personal and business finances by providing strategic, ongoing planning, so you can grow your wealth, and stay focused on what matters most.
Let’s create a plan that moves your business forward and supports the life you want to lead.
Start Planning with PurposeAs a business owner, you may wear many hats: Founder, CEO, visionary, and often, financial decision-maker. Our advisors specialize in helping entrepreneurs balance business demands with personal financial goals, offering a plan that supports both. We take time to understand your complete financial picture, from cash flow and retirement planning to managing risk and building wealth. Helping you to ensure that every decision supports your vision for the future.
Whether you’re deciding between reinvesting in your business or saving for your children’s education, we bring structure to complex financial decisions. From expansion plans to ownership transitions, we’ll help prepare your business and personal finances for what’s next—while staying grounded in your long-term priorities.
If you’re a business owner or executive with access to employer-sponsored benefits, those resources can play a critical role in your long-term financial planning. At Pathfinder Wealth Consulting, we help integrate these benefits into your overall business planning strategy—so your small business financial goals and personal priorities work together.
Our approach brings executive compensation into the broader scope of financial planning for business owners, aligning each decision with your growth, retirement, and wealth-building goals.
We provide guidance on how to evaluate, structure, and time your executive benefits within the context of both business planning and personal wealth management. These may include:
Whether you’re focused on business growth, managing cash flow, or preparing for succession, we help coordinate your executive compensation with your overall small business financial plan—turning complex benefits into actionable value.
Our business succession planning begins with the end goals in mind. Are you ready to retire and maximize the financial reward from your business? Are you looking to pass the business to your next generation? Do you want to reduce your workload but are not ready to walk away completely? Our professionals can support the transition of your business from one stage to the next, addressing key areas such as:
Financial planning for business owners is part of a stronger financial future.
We’ll work with you to create a coordinated strategy that supports your business growth, personal priorities, and long-term success. Please complete the form below, or call us directly at 910-793-0616.
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