GTTR FINANCIAL WELLNESS
GTTR Financial Wellness, a dba of UBS Financial Wellness Services, specializes in business fundability and business credit building strategies. With nearly three decades of experience in accounting, bookkeeping, tax preparation, and business consulting, we empower entrepreneurs and small business owners to become funding-ready. We also partner with mission-driven organizations to design, build, and manage impactful programs that support sustainable business growth.
"EXECUTE YOUR VISION" ONE PAGE BUSINESS PLAN™ 2.0 WORKBOOK
A workbook designed to guide aspiring entrepreneurs & small business owners in developing strategies that will help them to execute a plan of success for their business venture. Click HERE to learn more.
THE FPS INITIATIVE™ ONLINE EDUCATIONAL PROGRAM
(E-Learning)
This is a self-paced online funding readiness program that provides small business owners with a comprehensive, actionable framework designed to strengthen their business infrastructure in three key areas: Fundability, Profitability, and Sustainability. The program's core learning objectives include helping business owners establish a strong foundation for their ventures, identify and implement effective strategies to increase revenue, and acquire the knowledge and tools necessary for long-term growth and success.
THE FPS INITIATIVE™ ACCELERATOR PROGRAM
(Business Fundability Consulting)
This more intensive, results-driven accelerator program focuses on identifying and correcting the key areas that are causing repeated funding denials. Clients receive individualized support in areas such as personal credit analysis, business credit assessment, tax compliance, financial recordkeeping, and revenue optimization.
BUSINESS CREDIT BUILDING PROGRAM
(Fundability System™ Software)
Using the cutting-edge Fundability System™ Software, this program enhances fundability and accelerates the business credit building process.
THE IMPACT DESIGN INITIATIVE (IDI) FOR NONPROFITS
(From Idea To Implementation)
This consulting program provides end-to-end support for nonprofit organizations seeking to design, build, and manage successful funded programs. It combines customizable templates, strategic frameworks, and fractional leadership to help turn great ideas or awarded grants into measurable, sustainable impact.
ESTABLISHING YOUR FUNDABLE FOUNDATION WORKSHOP
This workshop is designed to equip entrepreneurs and small business owners with essential strategies for building a strong business infrastructure. By the end of the session, participants will gain the knowledge and tools needed to take actionable steps toward creating a solid, fundable foundation for their business.
EXECUTE YOUR VISION WORKSHOP
This workshop is designed to give entrepreneurs and small business owners the practical guidance needed to build a strong, fundable business foundation. They'll learn how to set achievable revenue goals, develop multiple streams of income, build operational capacity, strengthen internal systems, and prepare their company for long-term sustainability and succession.
FUNDING & LOAN READINESS SEMINAR
This seminar helps entrepreneurs and business owners understand what it means to be funding-ready and how to position their business for success.
