UBS FINANCIAL WELLNESS SERVICES LLC
At UBS Financial Wellness Services LLC, our mission is to empower entrepreneurs with the essential tools and resources to achieve sustainability, profitability, scalability, and longevity in their business ventures. We accomplish this through expert business fundability coaching, comprehensive business development services, and tailored educational programs.
BUSINESS DEVELOPMENT SERVICES/COACHING/EDUCATION
"EXECUTE YOUR VISION" ONE PAGE BUSINESS PLAN™ WORKBOOK​​
Guiding entrepreneurs 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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FPS INITIATIVE COHORT PROGRAM
The FPS Initiative (which stands for Fundable. Profitable. Sustainable.) offers a comprehensive, actionable framework that will guide cohort participants through 3 critical areas when establishing a solid business infrastructure: Fundability, Profitability, and Sustainability. By doing so, this will ensure they are well-positioned to secure the funding they need to achieve sustained growth. Click Here to learn more.
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Making Your Business Profitable: Monthly Entrepreneur Lab (E-Lab)
This hands-on monthly E-Lab is designed to help entrepreneurs build a strong financial foundation and achieve sustainable profitability. Participants will learn key business strategies, including selecting the right NAICS & SIC codes, creating an operating budget, pricing products and services effectively, and setting revenue goals of $5,000–$10,000 per month. Through guided strategy development and implementation, business owners will gain the tools and knowledge needed to reach their financial targets and grow their businesses successfully.​
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​Establishing A 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.​
Business Credit Building Program​
This exclusive 1-on-1 coaching program is designed for established business owners who generate a consistent gross income of at least $5,000 per month or have a minimum of $2,500 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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