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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 or lines of capital (LOC), 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

Pay Securely

Pay $197 through Stripe or PayPal. Keep your receipt.

2

Send Payment Details

Return here and send your payment email and receipt reference so David can verify the payment.

3

Receive Booking Instructions

After verifying payment, David emails your intake and booking details. Choose a Zoom or 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

All payments are non-refundable.

This applies to both Stripe and PayPal payments, including cancellations and no-shows. You may reschedule at no charge with at least 24 hours’ notice.

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Checkout opens in a new tab. After paying, return to this page and send your payment details below. Your appointment is confirmed after David verifies payment and you book a time.

AFTER PAYMENT

Send your payment details.

Already paid through Stripe or PayPal? Send your receipt reference and the email address used at checkout. David will match the payment and email your intake and booking instructions after it is verified.

Submitting this form does not confirm payment or reserve an appointment. Please do not pay again while your payment is being checked.

Your receipt is enough.Do not include card numbers, bank information, account passwords, or financial documents.

Need help with an existing payment? Email David about your payment.

Request payment verification

Rescheduling and cancellation

All Strategy Session payments are non-refundable, including cancellations and no-shows. You may reschedule at no charge with at least 24 hours’ notice.