About Patterson Financial Solutions
Your Partner for Financial Success
At Patterson Financial Solutions, we believe financial clarity builds confidence. Whether you're growing a business, managing personal finances, or leading a project, our mission is simple: make the numbers work for you.
We cut through complexity to reduce stress, simplify decision-making, and create strategies that actually deliver results. From budgeting and forecasting to cash flow management, financial coaching, and strategic planning — we provide the tools, insights, and support you need to take control of your money and move forward with purpose.
👥 Who We Serve
We proudly support:
Small business owners
Organize budgets, manage cash flow, and plan for growth
Project managers & consultants
Track financials across multiple initiatives
Self-employed professionals & freelancers
Simplify taxes, plan income, and stay ahead
Individuals & families
Reduce debt, build savings, and take control of personal finances
Startups & first-time entrepreneurs
Gain guidance to launch, scale, and stay financially prepared
📍 Based in Charlotte, NC — proudly serving clients nationwide.