Who We Are

Your Partner for Financial Success

At Patterson Financial Solutions, we believe financial clarity is the foundation of confidence—whether you’re building a business, managing personal finances, or tackling a new project. We’re here to simplify the numbers, reduce stress, and create strategies that actually work in real life.

From budgeting and forecasting to cash flow management, financial coaching, and strategic planning—we bring tools, insight, and support that help you take control of your money and move forward with purpose.

We proudly support:

• Small business owners looking to organize budgets, manage cash flow, and plan for growth
• Project managers and consultants needing help tracking financials across multiple initiatives
• Self-employed professionals and freelancers who want to simplify taxes, plan income, and stay ahead
• Individuals and families working to reduce debt, build savings, or take control of personal finances
• Startups and first-time entrepreneurs seeking guidance as they launch, scale, and stay financially prepared

Whether you’re just getting started or managing growth, we bring clarity, strategy, and confidence to your financial journey.

📍 Based in Charlotte, NC — proudly serving clients nationwide.