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GTTR FINANCIAL WELLNESS 

GTTR Financial Wellness, a dba of UBS Financial Wellness Services, is a consulting firm that specializes in business fundability and business credit building strategies. We blend education, hands-on guidance, and practical tools that empower our clients to strengthen their infrastructure, access capital, and scale with confidence.

BUSINESS DEVELOPMENT SERVICES/COACHING/EDUCATION

 

"EXECUTE YOUR VISION" ONE PAGE BUSINESS PLAN™ 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.​​

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THE FPS INITIATIVE COHORT PROGRAM

The FPS Initiative (Fundable. Profitable. Sustainable.) is a funding readiness program that provides a comprehensive consulting and educational framework, enabling small businesses to develop the necessary infrastructure for securing funding and achieving sustained growth. This cohort is specifically intended for small business owners who are initiating their fundability process or require foundational assistance in strengthening internal systems to increase their appeal to lenders. Click Here to learn more.

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THE FPS INITIATIVE FUNDABILITY ACCELERATOR PROGRAM

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.​

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DEVELOPING A PLAN OF SUCCESS

(Monthly E-Lab Group Coaching Sessions)

This monthly E-Lab is designed to assist small business owners in establishing a strong financial foundation and to achieve sustainable business growth. Participants will gain essential business skills for building a plan of success, such as choosing the right NAICS and SIC codes, creating and executing a revenue strategy, evaluating capacity, and planning for succession or exit.​

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BUSINESS CREDIT BUILDING PROGRAM​

This exclusive 1-on-1 coaching program is designed for business owners who generate consistent revenue or have a minimum of $1,500 in discretionary personal income to invest in their business growth. Using the cutting-edge Fundability System™ Software, this program enhances your fundability, accelerates business credit building, provides access to over 1,000 funding sources, and much more. You’ll also uncover hidden funding requirements, ensuring reliable and consistent access to the capital your business needs.​​

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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.

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​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 businesses.

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​EXECUTE YOUR VISION SEMINAR

(Tapping Into Your Wealth Building Power)

This seminar is designed to give entrepreneurs and small business owners the practical guidance  needed to build a strong, fundable business foundation. You’ll learn how to set achievable revenue goals, develop multiple streams of income, build operational capacity, strengthen your internal systems, and prepare your company for long-term sustainability and succession. Workshop version available.

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​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.

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Interested in scheduling a 30-minute Discovery Session?

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