Discover & carve your path forward.

Let’s get to the view at the top together.

At Panoramic Strategy, we’re sleeves-rolled-up Facilitators and CFOs that make change happen, working with value-driven organizations to get them from where they are to where they want to go.

Connect your numbers to the impact you want to have.

We stick with you on the journey, pushing & supporting you to make sure we all reach the top together.

Long-term Roadmapping

Planning for the future so that you can confidently take the first steps today.

Action-Focused Facilitation

Get alignment and clarity from your team so every action leads to achieving unified goals.

Financial Solution

Numbers can be your best guides - they show you where you are & where you want to be.

"David has continually assured that the financial foundation of our business is secure. He views financials in a way that connects to our overall goals. And you can see when he talks about it that he’s genuinely excited. This isn’t just work for him; he truly buys into our vision for the community and helps me think strategically about how to make it happen."

Matthew GoldsteinCEO, Besa

"David is fast at seeing opportunities. He really dives into the business enough to truly understand it, understands the culture, and then looks for solutions that aren’t run of the mill. He gives careful thought to how a decision will impact the day-to-day operations."

Kim FaulkCOO, PAST Foundation

“We were in the first year of our startup and needed a strategic plan. What was our goal - what were we really striving for? We needed somebody to bring the numbers to life so we could figure out what our next step was. David worked with us to build a strategic plan that we could take to a funder. In the end, it helped us win $65,000 of impact investing!”

Aslyne RodriguezFounder/CEO, Empowerbus

Workshops & Facilitation

We’ve worked with dozens of value-driven organizations to help them achieve alignment, build strategies, and implement for greater impact.

• Roadmapping
• Growth Planning
• Annual Planning
• And more

Financial Services

With experience in both nonprofit and private sectors, we can turn your numbers into powerful tools for taking confident steps forward.

• CFO Services
• Financial Strategies
• Expense Consulting
• And more