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FUNDING STRATEGY SESSION

Get expert guidance
before you move forward.

Not sure what kind of funding you need—or whether borrowing more money is even the right move?

Book a private 45-minute session with David Wilson to discuss your situation, explore your options, and get a clear, candid answer on your next step.

Book My Strategy Session →

45 minutes · Private session · $197

Ask Your QuestionsGet answers to your most important questions.
Explore Your OptionsLearn which funding, debt-relief, and tax strategies may fit.
Get an Objective AssessmentFind out what makes sense—and when not to move forward.

A CANDID CONVERSATION

45 minutes that can save you time, money, and stress.

Whether you’re exploring business funding, looking to consolidate high-cost debt, need help with underpayments, or want to understand tax incentives and other strategies, this session gives you direct access to David’s experience and perspective.

It’s not an application. It’s a strategy session.

What’s included

  • Review your current situation and goals
  • Discuss funding, debt, and tax-strategy options
  • Answer the big questions—and the unexpected ones
  • Get an honest assessment, including when financing may not be the right move
No sales pressureNo obligation to use FundUuP—just honest, experienced advice.

HOW IT WORKS

Three simple steps to get the answers you need.

1

Book & Pay

Secure your private 45-minute session for $197.

2

Complete a Short Intake

Tell us about your business, goals, and questions so David can prepare.

3

Choose a Time

Select a convenient Zoom appointment or request a phone session.

FUNDING STRATEGY SESSION

Get clarity before your next financial move.

45 minutes with David Wilson. Clear guidance. No obligation to apply or use FundUuP.

Not ready? Take the free Fit Check →
Need funding urgently? Use Funding NOW →
$197

45-minute private session

Secure checkout opens in a new tab. After payment, complete the intake and choose your appointment time.

SESSION INTAKE

Help David prepare for the conversation.

This short intake appears immediately after checkout. It asks only for the business context needed to make your 45 minutes useful.

Please do not submit sensitive information.No Social Security numbers, banking credentials, patient information, or full payment-card numbers.
Already paid?Submit the intake below, then choose your appointment time.Schedule My Strategy Session →

Your responses are sent securely to FundUuP through Zoho CRM.

Rescheduling and cancellation

Reschedule at no charge with at least 24 hours’ notice. Cancellations made 24 or more hours before the appointment are refundable. Cancellations within 24 hours and no-shows are non-refundable. Exceptions may be made at FundUuP’s discretion.