Clarity to navigate your business with confidence.
Wayfinder Financial Solutions helps small business owners make sense of the numbers, so you can focus on the work you love.
Who We Are
Running a business is exciting — and demanding. At times, it can feel like you’re steering through uncharted waters, with too many numbers, not enough clarity, and no clear horizon in sight.
That’s why I founded Wayfinder Financial Solutions. My goal is simple: help small business owners cut through the financial complexity, understand their numbers, and feel confident in their next move.
Over the past twenty years, I’ve worked across auditing, banking, and a multi-entity family-owned business in the hospitality and charter boat industry. That journey gave me a 360-degree view of how strong financial management supports growth and resilience at every stage of a business.
Now, I bring that same clarity to entrepreneurs and business owners who want to spend less time buried in spreadsheets — and more time doing the work they love.
“Karan impressed me with her expertise, organization, and ability to make complex processes seamless. She was proactive, collaborative, and left a meaningful impact on both the company and its people.”
- Rob Santos, CEO Arrowroot Family Office, Arrowroot Partners
“Karan brings both expertise and sound judgment, leading with precision and heart. Her professionalism and strategic insight made a meaningful impact on our success.”
- Stephen Bennett, President, Trilogy Corp.
Why Wayfinder Financial Solutions?
A wayfinder is a navigator — someone who reads the stars, charts the currents, and helps others find their way forward. That’s the role I play for my clients: turning raw financial data into clear insights and actionable strategies.
Because when you have clarity, you have confidence. And with confidence, you can focus on doing what you love — and steering your business toward the future you envision.
Guiding principles that keep us — and you — on course.
Our Values
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Integrity & Professionalism
We hold ourselves to high ethical and professional standards — because your trust matters.
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Collaboration & Clarity
We work with you, not just for you — building clarity and confidence every step of the way.
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Curiosity & Growth
Business challenges evolve — and we evolve with them, refining our approach to serve you better.
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Balance & Sustainability
A healthy business should support your life, not consume it. We build systems that free up time and reduce stress.