Outsource Solution Strategies

Financial Readiness. Workforce Innovation. Strategic Financial Solutions.

Financial
Readiness.
Workforce
Innovation.

Outsource Solution Strategies, LLC helps organizations, businesses, workforce programs, and individuals build stronger financial futures through consulting, education, and innovative financial technology.

Outsource Solution Strategies logo

Why Choose Us

Why Choose Outsource Solution Strategies

At Outsource Solution Strategies, we believe financial success begins with understanding. We combine executive financial leadership, practical experience, and innovative financial-readiness platforms to help organizations and individuals make informed decisions, strengthen financial performance, and build lasting success.

01

Executive Financial Leadership

More than 20 years of experience in public education, nonprofit finance, federal grant management, business consulting, and organizational financial strategy.

02

Innovative Financial-Readiness Platforms

Developer of Workforce Navigator™ and Wealth Navigator AI™ — proprietary platforms designed to improve financial readiness, strengthen decision-making, and support long-term financial success.

03

Strategic Solutions

From executive-level consulting to technology-driven financial tools, we deliver practical solutions that address today's financial challenges while preparing organizations and individuals for tomorrow.

04

Collaborative Partnerships

We work alongside our clients to understand their unique goals, provide personalized guidance, and develop solutions that create measurable outcomes and long-term impact.

Our Solutions

What We
Offer

At Outsource Solution Strategies, LLC, we combine financial expertise with innovative technology to help organizations and individuals build stronger financial futures. Our solutions are designed to improve financial readiness, strengthen decision-making, and create measurable outcomes.

01 — Flagship Solution

Workforce
Navigator™

Helping Workforce Participants Build Financial Confidence for Long-Term Success

Workforce Navigator™ is a digital financial-readiness platform designed to complement workforce development, reentry, education, nonprofit, and community-based programs.

Participants learn to better understand paychecks, taxes, deductions, employee benefits, budgeting, emergency savings, and financial decision-making while developing personalized financial action plans that support long-term financial stability.

Organizations benefit from structured financial-readiness support, stronger coaching conversations, participant engagement, progress tracking, and measurable program outcomes.

02 — Financial Technology

Wealth
Navigator
AI™

Empowering Individuals Through Financial Education and Personalized Planning

Wealth Navigator AI™ is an innovative financial planning platform that helps individuals and families gain a deeper understanding of their finances through education, financial analysis, retirement planning, and personalized action planning.

Designed to bridge the communication gap between financial professionals and the individuals they serve, Wealth Navigator AI™ transforms complex financial concepts into practical, actionable strategies.

03 — Consulting

Strategic
Financial
Consulting

Executive-Level Financial Leadership for Organizations

Our consulting services help nonprofit organizations, businesses, and growing companies strengthen financial operations, improve decision-making, and achieve long-term financial success.

  • Fractional CFO Services
  • Controller Services
  • Financial Management
  • Budget Development & Forecasting
  • Grant Management & Compliance
  • Financial Reporting
  • Audit Preparation
  • Business Financial Strategy

Our Impact

Transforming financial futures across America

Clients served nationwide
252+
Years of combined expertise
20+
States served across the US
10

In Partnership With

Global
Financial
Impact

GFI

  • 01

    Life Insurance That Creates Wealth

    GFI specializes in life insurance strategies that do more than protect — they build cash value, fund retirement, and create generational wealth for your family.

  • 02

    Indexed Universal Life (IUL) Strategies

    Grow your money linked to market indexes with downside protection. IUL policies offer tax-advantaged growth, flexible premiums, and a tax-free retirement income stream.

  • 03

    Business Owner Protection

    Key person insurance, buy-sell agreements, and executive benefit plans — GFI helps business owners protect their enterprise and reward top talent.

  • 04

    Legacy Planning for Families

    Leave a lasting impact. GFI's legacy planning strategies ensure your wealth transfers efficiently to the next generation, minimizing taxes and maximizing impact.

Our Platform

One Company.
Three Strategic
Solutions.

Educating First. Empowering Always.

  • 01

    Executive Financial Solutions

    Strategic financial leadership for businesses and nonprofits — accounting, tax strategy, grants management, budgeting, and HR benefits designed to strengthen your organization and drive long-term success.

  • 02

    Wealth Navigator AI™

    An innovative financial planning platform that combines financial education, personalized analysis, retirement planning, and scenario modeling — helping individuals, families, and business owners make informed decisions with confidence.

  • 03

    Workforce Navigator™

    A workforce development platform connecting job seekers, career changers, justice-involved individuals, and workforce organizations with career pathways, resources, and partnerships that open doors to meaningful employment.

A signature solution by Outsource Solution Strategies, LLC

Wealth Navigator AI™ — Smarter Planning. Better Futures.

Smarter Planning. Better Futures.

Navigate Your Financial
Future with Confidence

Wealth Navigator AI™ is a client-first financial planning platform designed to help individuals, families, business owners, and financial professionals make informed financial decisions through financial education, personalized analysis, retirement planning, and scenario planning. Our mission is to educate, empower, and build confidence through smarter financial planning.

Financial Education

Plain-language modules that build real financial literacy — from budgeting to advanced investment concepts.

Personalized Planning

AI-driven analysis tailored to your income, goals, and timeline — a roadmap built for your unique situation.

Retirement Readiness

Model retirement scenarios, stress-test your savings rate, and close gaps before they become problems.

  • Career Guidance

    Personalized career pathway mapping that meets individuals where they are — whether entering the workforce for the first time, pivoting careers, or rebuilding after incarceration.

  • Workforce Resources

    Curated access to training programs, certifications, job boards, and support services — all in one place, organized by industry and region.

  • Reentry Support

    Dedicated pathways for justice-involved individuals, connecting them with employers committed to second-chance hiring and communities that champion their success.

  • Employer & Nonprofit Partnerships

    Built in collaboration with nonprofits, educational institutions, employers, and workforce development agencies to ensure every pathway leads to real opportunity.

  • Pathways to Employment

    Step-by-step guidance from resume building and interview preparation to job placement — empowering every user to take the next step with confidence.

Workforce Platform

Workforce
Navigator™

Every journey deserves a new beginning. Connecting people to careers, communities to opportunity.

Free Tools & Guides

Resources

Practical tools and guides to help you take control of your financial future — at no cost.

  • Budgeting ToolSpreadsheet

    OSS Budget Tracker

    A practical spreadsheet to track income, expenses, and savings goals — the foundation of every financial plan.

    Request →
  • EducationE-Book

    Finance Basics E-Book

    A plain-language guide to the fundamentals of personal finance: budgeting, saving, debt management, and investing.

    Request →
  • InsuranceGuide

    Lessons in Life Insurance

    Understand the types of life insurance, how they work, and which strategy best fits your family's needs and goals.

    Request →
  • Business GrowthWorkbook

    Grow Your Vision

    A strategic workbook for entrepreneurs and small business owners ready to align their finances with their business vision.

    Request →
Stacey Busby, MBA — Founder & CEO of Outsource Solution Strategies, LLC

About Outsource Solution Strategies

Developer of innovative
financial-readiness
platforms

Outsource Solution Strategies, LLC is a Massachusetts-based financial consulting firm and developer of innovative financial-readiness platforms. We combine strategic financial expertise with proprietary technology solutions that help organizations, businesses, workforce programs, and individuals build stronger financial futures.

Our mission is to bridge the gap between financial knowledge and practical action. Through executive-level consulting, financial education, and technology-driven solutions, we help organizations strengthen financial performance while empowering individuals to make informed financial decisions with confidence.

Our work is rooted in decades of experience across public education, nonprofit finance, federal grant management, business consulting, and workforce development — transforming financial complexity into practical solutions that create measurable, lasting impact.

20+ Years of Financial Leadership

Meet the Founder

Stacey
Busby, MBA

TitleFounder & CEO
CompanyOutsource Solution Strategies, LLC
Experience20+ Years of Financial Leadership
LocationMassachusetts

Stacey Busby, MBA, Founder & CEO of Outsource Solution Strategies, LLC, is a Massachusetts-based financial professional with more than 20 years of experience in public education administration, nonprofit finance, federal grant management, financial education, business consulting, and community partnerships.

She currently serves in a financial leadership role supporting juvenile justice and reentry initiatives through a national nonprofit organization. Her experience working alongside organizations, workforce programs, and individuals inspired the development of Workforce Navigator™ and Wealth Navigator AI™ — innovative financial-readiness platforms designed to strengthen financial confidence, improve decision-making, and support long-term financial success.

Stacey is passionate about developing practical solutions that empower organizations and individuals to navigate today's financial challenges with greater confidence, clarity, and purpose.

Public Education AdministrationNonprofit FinanceFederal Grant ManagementFinancial EducationBusiness ConsultingCommunity Partnerships
Let's build your financial future together

Your goals. Your plan. Your legacy.

Get Started
Email[email protected]

Response within 24 hours

Phone(866) 585-3332

Monday – Friday, 9am – 6pm EST

Bookingcalendly.com/sbusbygfi

Schedule directly online