


UBS FINANCIAL WELLNESS SERVICES LLC
At UBS Financial Wellness Services LLC, our mission is to provide entrepreneurs and small business owners with tools that will help them to ensure Sustainability, Profitability, Scalability, and Longevity of their business venture or idea.
We do this through transformational business coaching, business development services, and education.
TRANSFORMATIONAL BUSINESS COACHING
As a Transformational Business Coach, my mission is to provide entrepreneurs and small business owners with strategies that will help them to develop and execute a plan of success for their business venture or idea.
Click HERE to learn more about "Execute Your Vision" One Page Business Plan Workbook!™
BUSINESS DEVELOPMENT SERVICES/EDUCATION
Basic Set Up For Single Member LLC
(EIN, LLC, Operating Agreement-includes filing fees)
Bookkeeping & Schedule C Training
(set up chart of accounts to easily transfer to Schedule C categories;
Quickbooks or Wave Accounting Software training)
One-Page Business Plan Course/Workshop
Consulting & Training Packages Available
Credit & Budgeting Seminars (Teens/Adults)
Membership Services
Conferences/Networking Events for Women Entrepreneurs