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Strategic financial planning that adapts to your journey, not the other way around

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Strategic Financial Planning That Actually Works

We don't follow textbook approaches because real businesses need real solutions

Over the past twelve years, we've noticed something interesting. Most financial planning feels like it's designed for hypothetical companies rather than actual businesses with messy realities. So we built our methodology around what happens in practice—not what looks good in PowerPoint presentations.

Context-Driven Planning

Every business operates in its own reality. Market conditions, team dynamics, cash flow patterns—they all shape what's actually possible versus what sounds good on paper.

We start by understanding where you are right now. Not where you wish you were or where similar businesses are. Your actual situation with all its complications and opportunities.

Then we build financial frameworks that fit how your business actually generates revenue and manages expenses. Sometimes that means unconventional approaches that wouldn't appear in standard financial planning courses. And that's fine.

Before you start, there are a few things worth understanding about how we approach strategic planning differently.

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Finding Your Starting Point

Different business situations need different approaches. Here's how we determine what makes sense for your specific circumstances.

Growing But Unsure About Sustainability

Revenue is increasing, but you're not certain if your current financial structure can support continued growth.

We focus on building scalable financial systems that grow with your business—looking at cash flow patterns, identifying potential bottlenecks, and creating early warning indicators.

Profitable But Not Optimized

Your business is doing well, but you suspect there's room for improvement in how resources are allocated.

We analyze your current financial operations to find optimization opportunities—examining expense patterns, revenue allocation, and potential areas where strategic reallocation could improve outcomes.

Planning Major Changes

You're considering expansion, new products, or significant operational shifts that will impact your financial structure.

We create scenario models that help you understand the financial implications of different paths—building frameworks that let you test assumptions before committing resources.
Strategic financial consultation session with detailed planning documents

What Makes Our Approach Different

Behavioural Financial Patterns

We look at how decisions actually get made in your business, not just the numbers. Financial planning that ignores human behaviour usually fails in implementation.

Iterative Rather Than Static

Business conditions change. Your financial planning should adapt accordingly. We build frameworks that evolve with your situation rather than rigid annual plans that become outdated.

Implementation-Focused

The best financial plan is worthless if it sits in a drawer. We design planning processes that integrate with how your team actually works and makes decisions.

Realistic Time Horizons

Five-year financial projections for an evolving business? Probably not useful. We focus on time horizons where planning actually provides value—usually 12-18 months with quarterly adjustments.

The People Behind Our Methodology

Our approach comes from years of working with businesses that needed practical solutions, not theoretical frameworks.

Astrid Vangstad, Senior Financial Strategist

Astrid Vangstad

Senior Financial Strategist

Spent fifteen years helping manufacturing businesses navigate complex financial transitions. Specializes in cash flow optimization for companies with unpredictable revenue patterns.

Elara Sotiris, Business Systems Analyst

Elara Sotiris

Business Systems Analyst

Focuses on the intersection between financial planning and operational reality. Previously worked with technology companies scaling from small teams to substantial operations.

Thea Lundberg, Strategic Planning Director

Thea Lundberg

Strategic Planning Director

Develops financial frameworks for businesses undergoing significant transitions. Background includes working with companies through acquisitions, expansions, and market shifts.

How Our Process Actually Works

We spend considerable time understanding your current situation before suggesting anything. This includes reviewing financial statements, yes, but also talking to your team about how decisions get made and where bottlenecks occur.

Most financial planning starts with projections. We start with understanding—because you can't build useful plans without knowing what you're actually working with.

  • Review of current financial operations and decision-making processes
  • Identification of pain points and opportunities in existing systems
  • Analysis of cash flow patterns and resource allocation
  • Assessment of team capacity and operational constraints

Based on what we learn, we build financial planning frameworks specific to your situation. This isn't about applying templates—it's about creating systems that fit how your business operates.

The frameworks we develop are designed to be useful tools, not impressive documents. They need to help you make better decisions, not just look professional in meetings.

  • Custom financial models built around your specific revenue and expense patterns
  • Decision-making frameworks that reflect your actual business priorities
  • Scenario planning tools for evaluating different strategic options
  • Implementation roadmaps that account for your team's capacity

Business conditions change. We revisit and adjust financial plans quarterly, sometimes more frequently if circumstances shift significantly.

This adaptive approach means your financial planning remains relevant rather than becoming an artifact of past assumptions that no longer apply to current realities.

  • Quarterly review sessions to assess plan effectiveness and adjust as needed
  • Continuous refinement of financial models based on actual performance data
  • Regular evaluation of changing business conditions and market factors
  • Adjustment of strategies to reflect new opportunities or challenges

Ready to Explore Strategic Financial Planning?

We work with businesses that want financial planning based on their actual situation rather than theoretical best practices. If that sounds relevant, let's talk about your specific circumstances.

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