Wayfinder

Financial Solutions

Less stress. Better decisions. Clearer path forward.

For small business owners who want to make smart, confident decisions backed by clear financial insight.

“For over a decade, Karan guided Trilogy through fleet renewal, ownership transition, COVID, and the Lahaina fire — her calm wisdom and financial expertise kept us steady through it all.”

-Randolph S. Coon, Co-founder Trilogy Corp.

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“Karan built a strong team, upgraded our systems, and quickly became a trusted CFO-level partner to leadership.”

-James E. Coon, CEO Coon Brothers, Inc.

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You’ve built something you’re proud of—but your finances still feel like a black box. If the following sounds familiar, you’re not alone:

  • Your books are up to date, but you still feel in the dark about your financial health.

  • You're growing, but don’t have a plan—or time to make one.

Recognize your business in any of these? Then we should talk. Let us show you what’s possible when your numbers start making sense.

  • You wish someone could explain the numbers and help you understand what to pay attention to.

  • You’re worried you’ll miss something important.

We partner with small business owners to bring order, insight, and strategic support to their financials. Whether you need a sounding board, a second set of eyes, or a partner to build better systems, we help you:

  • Understand your numbers- without the jargon

  • Turn financials into insight 

  • Create practical budgets & forecasts that are actually useful

  • Untangle messy systems and procedures, helping you set up the right ones

“Karan led with both precision and heart — earning trust, respect, and making a meaningful impact on our success.”

- Stephen Bennett, President, Trilogy Excursions

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I’m Karan Pohl, a CPA and former Controller and CFO with a decade of experience in hospitality—from charter boat operations to restaurants and catering. I’ve led finance for businesses that are seasonal, people-driven, and logistically complex—so I understand what it’s like behind the scenes. At Wayfinder Financial Solutions, we offer strategic financial support that’s personal, practical, and built around your business.

You don’t have to navigate this alone. Let’s talk about what’s working, what’s not, and what kind of financial support would help you and your business the most.